Re: [LegacyUG] Research Notes

[Margaret Gagliardi]

Thank you all very much!!!  This is wonderful.
Margaret

On Thu, Aug 30, 2018 at 10:36 PM Brian Kelly  wrote:

> It is probably easier to just use Options > Print from the search
> results list.
> I set mine with two Rows, on Row 1 I have the default grid fields of
> RIN, Surname, given Name and Sex.
> On Row two I have the research notes set to a column width of 7.49 inches.
>
> Brian Kelly
>
> On 30-Aug-18 8:40 PM, Linda Greethurst wrote:
> > Forgot to add:
> > After you have your list, then you can tag them; or create a focus group.
> > With either of these options, then you can go to REPORTS; then FAMILY
> > REPORTS; then INDIVIDUAL REPORT.  Then, in the Report OPTIONS clear
> > everthing except the identification factors (name, RIN, etc) from the
> > INCLUDE tab; and from the NOTES/STORIES tab, select only RESEARCH
> > Notes.   Also click SOURCES tab and select the appropriate box.
> > Close the options box and now back to SELECT a REPORT.  Now, make your
> > selection at the very bottom row of boxes.
> >
> > Linda
> >
> > On Thu, Aug 30, 2018 at 7:19 PM Margaret Gagliardi  > > wrote:
> >
> > There are General Notes, Research Notes and Medical Notes under the
> > NOTES tab for each person.  I use all three of these.  Is there a
> > way to print out a report for the research notes only for everyone
> > in my program that has research notes entered?  I do not remember
> > who has research notes and who does not, and because I have almost
> > 23,000 names in my file, it is not feasible to look at each name and
> > see what I need to do or if I even have entered research notes or
> not.
> > Thank you for your help.
> > Margaret
> > --
> >
> > LegacyUserGroup mailing list
> > LegacyUserGroup@legacyusers.com  LegacyUserGroup@legacyusers.com>
> > To manage your subscription and unsubscribe
> >
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> > Archives at:
> > http://www.mail-archive.com/legacyusergroup@legacyusers.com/
> >
> >
> >
>
> --
>
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Re: [LegacyUG] Research Notes

[Brian Kelly]

It is probably easier to just use Options > Print from the search 
results list.
I set mine with two Rows, on Row 1 I have the default grid fields of 
RIN, Surname, given Name and Sex.

On Row two I have the research notes set to a column width of 7.49 inches.

Brian Kelly

On 30-Aug-18 8:40 PM, Linda Greethurst wrote:

Forgot to add:
After you have your list, then you can tag them; or create a focus group.
With either of these options, then you can go to REPORTS; then FAMILY 
REPORTS; then INDIVIDUAL REPORT.  Then, in the Report OPTIONS clear 
everthing except the identification factors (name, RIN, etc) from the 
INCLUDE tab; and from the NOTES/STORIES tab, select only RESEARCH 
Notes.   Also click SOURCES tab and select the appropriate box.
Close the options box and now back to SELECT a REPORT.  Now, make your 
selection at the very bottom row of boxes.


Linda

On Thu, Aug 30, 2018 at 7:19 PM Margaret Gagliardi > wrote:


There are General Notes, Research Notes and Medical Notes under the
NOTES tab for each person.  I use all three of these.  Is there a
way to print out a report for the research notes only for everyone
in my program that has research notes entered?  I do not remember
who has research notes and who does not, and because I have almost
23,000 names in my file, it is not feasible to look at each name and
see what I need to do or if I even have entered research notes or not.
Thank you for your help.
Margaret
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Re: [LegacyUG] Research Notes

[Linda Greethurst]

Forgot to add:
After you have your list, then you can tag them; or create a focus group.
With either of these options, then you can go to REPORTS; then FAMILY
REPORTS; then INDIVIDUAL REPORT.  Then, in the Report OPTIONS clear
everthing except the identification factors (name, RIN, etc) from the
INCLUDE tab; and from the NOTES/STORIES tab, select only RESEARCH Notes.
 Also click SOURCES tab and select the appropriate box.
Close the options box and now back to SELECT a REPORT.  Now, make your
selection at the very bottom row of boxes.

Linda

On Thu, Aug 30, 2018 at 7:19 PM Margaret Gagliardi 
wrote:

> There are General Notes, Research Notes and Medical Notes under the NOTES
> tab for each person.  I use all three of these.  Is there a way to print
> out a report for the research notes only for everyone in my program that
> has research notes entered?  I do not remember who has research notes and
> who does not, and because I have almost 23,000 names in my file, it is not
> feasible to look at each name and see what I need to do or if I even have
> entered research notes or not.
> Thank you for your help.
> Margaret
> --
>
> LegacyUserGroup mailing list
> LegacyUserGroup@legacyusers.com
> To manage your subscription and unsubscribe
> http://legacyusers.com/mailman/listinfo/legacyusergroup_legacyusers.com
> Archives at:
> http://www.mail-archive.com/legacyusergroup@legacyusers.com/
>
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Re: [LegacyUG] Research Notes

[Linda Greethurst]

Go to SEARCH, then FIND, then DETAILED SEARCH.
Primary Condition:
Look for: INDIVIDUAL
Where to look:  click on arrow, scroll down to NOTES-RESEARCH
How to look: click on arrow, select NOT EQUAL TO
What to look for:  leave empty
Double check that the little box in front of Second Condition is NOT CHECKED
Select at the lower left: Clear List before this search
Then, click on the box CREATE LIST

This should bring up a list of all the names who DO have research notes.
When looking at the resulting list, make sure that the radio button in
front of RESEARCH has been selected.  This method has worked for me.

Linda Greethurst

On Thu, Aug 30, 2018 at 7:19 PM Margaret Gagliardi 
wrote:

> There are General Notes, Research Notes and Medical Notes under the NOTES
> tab for each person.  I use all three of these.  Is there a way to print
> out a report for the research notes only for everyone in my program that
> has research notes entered?  I do not remember who has research notes and
> who does not, and because I have almost 23,000 names in my file, it is not
> feasible to look at each name and see what I need to do or if I even have
> entered research notes or not.
> Thank you for your help.
> Margaret
> --
>
> LegacyUserGroup mailing list
> LegacyUserGroup@legacyusers.com
> To manage your subscription and unsubscribe
> http://legacyusers.com/mailman/listinfo/legacyusergroup_legacyusers.com
> Archives at:
> http://www.mail-archive.com/legacyusergroup@legacyusers.com/
>
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Re: [LegacyUG] Research notes

[Paula Ryburn]

Jane,  I use the research notes for my own notes about outstanding research (I 
mean, research yet to be completed, haha).  Once the research is completed, 
verified, then I enter events or update birth date, etc., and enter source 
citations.  If I understand your situation, using the research notes field is 
perfect.  Even if it gets long (let's say you end up with 4 bits of information 
for someone that you find as you go through your stack of papers), that's 
okay--getting all 4 bits of information together might be just the thing you 
need to identify your next research step for that individual.

As I remember, it's easy to turn off the printing of Research Notes in your 
reports.  And I've also printed reports with ONLY the Research Notes, to see 
where I really stand on a particular family or line.
 
--Paula in Texas
Researching:  Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman 
Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field 
Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle 
Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche 
Ryburn Sanford Short Singer Sullivan Weller Williams



 From: Jane Sarles sarlesinsi...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Sunday, January 19, 2014 9:58 PM
Subject: [LegacyUG] Research notes


I am trying to consolidate all the notes that I have accumulated over
the years of research into one file.  I would like that file to be a
part of Legacy.  Please do not tell me how everything is my file must be
documented and attributed.  I am aware of that viewpoint, but wish to
use such data and information to help my research (so I can get to the
documented, attributed fact).

What I am asking is ideas from you all about how to keep this
miscellaneous in my Legacy file, attached to whomever it pertains to.
Could I use Research Notes for the person it relates to?  It would get
to be pretty long, but perhaps that is best.

Could I use it as an event, perhaps in the Notes category.  It would
not, of course, print in any report (not sure how to prevent it
printing, but I know it can be done).   It would get to be quite long,
but that is better than having the information scattered on my computer
in various files.  My plan is to go through and keep only the
information that is pertinent and useful, but i should like it to be
within Legacy, rather than in separate files in folders on my computer.

Any ideas from someone who had accomplished this?

Jane S.



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RE: [LegacyUG] Research notes

[Michele/Support]

Jane,

Here is what I do.



I use the General Notes for biographical information.  I like to write at least 
a paragraph (usually quite a bit more) on every one of my direct line ancestors 
and their siblings and siblings spouses.  Basically it is a synopsis of their 
life.  It gives me a bit of an overview in a condensed format.



I use the Research Notes for my current theories, thoughts, dilemmas, negative 
evidence etc.  These are just notes to myself really so that I know what I am 
thinking.



I use the Medical Notes for the obvious purpose.  I actually record quite a bit 
of stuff in here.  You can uncover quite a bit of interesting info from the 
newspapers and such about what sort of ailments people were suffering from.  I 
also like to record if they died at home or in the hospital it that is known.



I use the notes fields that are attached to the vital events (birth, 
baptism/christening, death, burial) for whatever might pertain to those 
specific fields.  I also use the marriage notes and events notes, again, for 
things that pertain specifically to those areas.  I like to keep information 
closely associated with the fact it relates to so that I can find what I am 
looking for quickly.  I also like how it prints in reports, everything nice and 
tidy :)





Michele

Technical Support

 mailto:mich...@legacyfamilytree.com mich...@legacyfamilytree.com

 http://www.LegacyFamilyTree.com www.LegacyFamilyTree.com



From: Paula Ryburn [mailto:paula.ryb...@sbcglobal.net]
Sent: Saturday, March 8, 2014 5:57 PM
To: legacyusergroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes



Jane,  I use the research notes for my own notes about outstanding research (I 
mean, research yet to be completed, haha).  Once the research is completed, 
verified, then I enter events or update birth date, etc., and enter source 
citations.  If I understand your situation, using the research notes field is 
perfect.  Even if it gets long (let's say you end up with 4 bits of information 
for someone that you find as you go through your stack of papers), that's 
okay--getting all 4 bits of information together might be just the thing you 
need to identify your next research step for that individual.



As I remember, it's easy to turn off the printing of Research Notes in your 
reports.  And I've also printed reports with ONLY the Research Notes, to see 
where I really stand on a particular family or line.



--Paula in Texas
Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman 
Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field 
Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle 
Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche 
Ryburn Sanford Short Singer Sullivan Weller Williams



  _

From: Jane Sarles sarlesinsi...@gmail.com mailto:sarlesinsi...@gmail.com 
To: LegacyUserGroup@LegacyUsers.com mailto:LegacyUserGroup@LegacyUsers.com
Sent: Sunday, January 19, 2014 9:58 PM
Subject: [LegacyUG] Research notes


I am trying to consolidate all the notes that I have accumulated over
the years of research into one file.  I would like that file to be a
part of Legacy.  Please do not tell me how everything is my file must be
documented and attributed.  I am aware of that viewpoint, but wish to
use such data and information to help my research (so I can get to the
documented, attributed fact).

What I am asking is ideas from you all about how to keep this
miscellaneous in my Legacy file, attached to whomever it pertains to.
Could I use Research Notes for the person it relates to?  It would get
to be pretty long, but perhaps that is best.

Could I use it as an event, perhaps in the Notes category.  It would
not, of course, print in any report (not sure how to prevent it
printing, but I know it can be done).  It would get to be quite long,
but that is better than having the information scattered on my computer
in various files.  My plan is to go through and keep only the
information that is pertinent and useful, but i should like it to be
within Legacy, rather than in separate files in folders on my computer.

Any ideas from someone who had accomplished this?

Jane S.



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Evernote : was Re: [LegacyUG] Research notes

[singhals]

OK, I received a tablet for the holidays, it is intended to
replace my PalmPilot which died.  I used the Palm to display
my genealogy, to make expense acct notes, and to play
Free-Cell. (g)  So long as the battery was charged, I could
use this while in bed, in the car, on the subway, in the
library ... where-ever.

Following the earlier discussion of Evernote as a Research
Notes tool, I dropped over to d/l the free version, but
backed out after reading the how-to-use-its.

Am I correct that if I install this on my tablet, I'll ONLY
have access to the data if (a) I can connect to wi-fi or (b)
I also have it on my desktop and sync?

Cheryl




Jenny M Benson wrote:

 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that instead
 of pen  paper.  I'm always jotting stuff down because it's quicker/easier
 than trying to remember what I'm looking at in an image (for example) so I
 can transfer the info to Legacy.  I usually score through such info once
 recorded and hang on to any paper with notes still unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying to
 re-find the record of a set of siblings whose names  dates of birth I'd
 noted, but not recorded whose children they were!!





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RE: Evernote : was Re: [LegacyUG] Research notes

[Alan Pereira]

You will only have access to your Evernote when you are signed in.  Hence, no 
good offline.

Alan

-Original Message-
From: singhals [mailto:singh...@erols.com]
Sent: 27 January 2014 16:00
To: legacyusergroup@LegacyUsers.com
Subject: Evernote : was Re: [LegacyUG] Research notes

OK, I received a tablet for the holidays, it is intended to replace my 
PalmPilot which died.  I used the Palm to display my genealogy, to make expense 
acct notes, and to play Free-Cell. (g)  So long as the battery was charged, I 
could use this while in bed, in the car, on the subway, in the library ... 
where-ever.

Following the earlier discussion of Evernote as a Research Notes tool, I 
dropped over to d/l the free version, but backed out after reading the 
how-to-use-its.

Am I correct that if I install this on my tablet, I'll ONLY have access to the 
data if (a) I can connect to wi-fi or (b) I also have it on my desktop and sync?

Cheryl




Jenny M Benson wrote:

 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

 Ah! But it can replace all your scraps of paper until you consolidate
 and organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that
 instead of pen  paper.  I'm always jotting stuff down because it's
 quicker/easier than trying to remember what I'm looking at in an image
 (for example) so I can transfer the info to Legacy.  I usually score
 through such info once recorded and hang on to any paper with notes still 
 unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying
 to re-find the record of a set of siblings whose names  dates of
 birth I'd noted, but not recorded whose children they were!!





Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
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Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our 
blog (http://news.LegacyFamilyTree.com).
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RE: Evernote : was Re: [LegacyUG] Research notes

[Alan Pereira]

Correction, providing you don't log out you can edit and add notes offline.  
When connected to the internet then sync takes place.
Apologies!

Alan

-Original Message-
From: singhals [mailto:singh...@erols.com]
Sent: 27 January 2014 16:00
To: legacyusergroup@LegacyUsers.com
Subject: Evernote : was Re: [LegacyUG] Research notes

OK, I received a tablet for the holidays, it is intended to replace my 
PalmPilot which died.  I used the Palm to display my genealogy, to make expense 
acct notes, and to play Free-Cell. (g)  So long as the battery was charged, I 
could use this while in bed, in the car, on the subway, in the library ... 
where-ever.

Following the earlier discussion of Evernote as a Research Notes tool, I 
dropped over to d/l the free version, but backed out after reading the 
how-to-use-its.

Am I correct that if I install this on my tablet, I'll ONLY have access to the 
data if (a) I can connect to wi-fi or (b) I also have it on my desktop and sync?

Cheryl




Jenny M Benson wrote:

 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

 Ah! But it can replace all your scraps of paper until you consolidate
 and organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that
 instead of pen  paper.  I'm always jotting stuff down because it's
 quicker/easier than trying to remember what I'm looking at in an image
 (for example) so I can transfer the info to Legacy.  I usually score
 through such info once recorded and hang on to any paper with notes still 
 unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying
 to re-find the record of a set of siblings whose names  dates of
 birth I'd noted, but not recorded whose children they were!!





Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
Online technical support: http://www.LegacyFamilyTree.com/Help.asp
Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our 
blog (http://news.LegacyFamilyTree.com).
To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp





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Re: Evernote : was Re: [LegacyUG] Research notes

[singhals]

Ahhh, then I'll have another look.  Thanks.

Cheryl

Alan Pereira wrote:
 Correction, providing you don't log out you can edit and add notes offline.  
 When connected to the internet then sync takes place.
 Apologies!

 Alan

 -Original Message-
 From: singhals [mailto:singh...@erols.com]
 Sent: 27 January 2014 16:00
 To: legacyusergroup@LegacyUsers.com
 Subject: Evernote : was Re: [LegacyUG] Research notes

 OK, I received a tablet for the holidays, it is intended to replace my 
 PalmPilot which died.  I used the Palm to display my genealogy, to make 
 expense acct notes, and to play Free-Cell. (g)  So long as the battery was 
 charged, I could use this while in bed, in the car, on the subway, in the 
 library ... where-ever.

 Following the earlier discussion of Evernote as a Research Notes tool, I 
 dropped over to d/l the free version, but backed out after reading the 
 how-to-use-its.

 Am I correct that if I install this on my tablet, I'll ONLY have access to 
 the data if (a) I can connect to wi-fi or (b) I also have it on my desktop 
 and sync?

 Cheryl




 Jenny M Benson wrote:

 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

 Ah! But it can replace all your scraps of paper until you consolidate
 and organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that
 instead of pen   paper.  I'm always jotting stuff down because it's
 quicker/easier than trying to remember what I'm looking at in an image
 (for example) so I can transfer the info to Legacy.  I usually score
 through such info once recorded and hang on to any paper with notes still 
 unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying
 to re-find the record of a set of siblings whose names   dates of
 birth I'd noted, but not recorded whose children they were!!




Legacy User Group guidelines:
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Re: Evernote : was Re: [LegacyUG] Research notes

[Wendy Howard]

I loved my Palm, still miss it!

I have Evernote on my laptop, phone and tablet (when I can pry it out of
his hands!).  No problems synchronising them when they're all in range
of a Wi-Fi signal, which they are at home.  The main bonus with having
it on the laptop is that I can have it open alongside Legacy, and if
there's a heap of typing to be done or a web page or picture I want to
grab off the screen, it's easy to do on the larger device.

Being able to access my notes when I was away from home was another
matter, and a bit hit-and-miss at times - very annoying when you get to
the supermarket and can't open your shopping list! It's the main reason
I upgraded to a paid account, so I could have my notes available at all
times.  Worth the small charge, in my opinion.

You can limit the notebooks available off-line, should space on your
device be an issue.

I also follow Evernote on Facebook - they post useful tips there. Rather
like following this mailing list, you never know when one of them is
going to resonate with you and be useful!

Hope this helps.  :-)

Wendy

singhals said the following on 28/01/2014 4:59 a.m.:
 OK, I received a tablet for the holidays, it is intended to
 replace my PalmPilot which died.  I used the Palm to display
 my genealogy, to make expense acct notes, and to play
 Free-Cell. (g)  So long as the battery was charged, I could
 use this while in bed, in the car, on the subway, in the
 library ... where-ever.

 Following the earlier discussion of Evernote as a Research
 Notes tool, I dropped over to d/l the free version, but
 backed out after reading the how-to-use-its.

 Am I correct that if I install this on my tablet, I'll ONLY
 have access to the data if (a) I can connect to wi-fi or (b)
 I also have it on my desktop and sync?

 Cheryl




 Jenny M Benson wrote:
 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that instead
 of pen  paper.  I'm always jotting stuff down because it's quicker/easier
 than trying to remember what I'm looking at in an image (for example) so I
 can transfer the info to Legacy.  I usually score through such info once
 recorded and hang on to any paper with notes still unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying to
 re-find the record of a set of siblings whose names  dates of birth I'd
 noted, but not recorded whose children they were!!



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Re: Evernote : was Re: [LegacyUG] Research notes

[Ron Bernier]

Wendy,

If interested, Evernote also has a Google+ feed which also has some
interesting/useful tips and hints.

Ron Bernier
Sent from my iPad

 On Jan 27, 2014, at 3:25 PM, Wendy Howard wendy.how...@gmail.com wrote:

 I loved my Palm, still miss it!

 I have Evernote on my laptop, phone and tablet (when I can pry it out of
 his hands!).  No problems synchronising them when they're all in range
 of a Wi-Fi signal, which they are at home.  The main bonus with having
 it on the laptop is that I can have it open alongside Legacy, and if
 there's a heap of typing to be done or a web page or picture I want to
 grab off the screen, it's easy to do on the larger device.

 Being able to access my notes when I was away from home was another
 matter, and a bit hit-and-miss at times - very annoying when you get to
 the supermarket and can't open your shopping list! It's the main reason
 I upgraded to a paid account, so I could have my notes available at all
 times.  Worth the small charge, in my opinion.

 You can limit the notebooks available off-line, should space on your
 device be an issue.

 I also follow Evernote on Facebook - they post useful tips there. Rather
 like following this mailing list, you never know when one of them is
 going to resonate with you and be useful!

 Hope this helps.  :-)

 Wendy



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Re: [LegacyUG] Research notes

[Anne Hollingshead]

  I use research notes for all the information I have collected on
  an individual giving a heading for each entry. When I have firmed
  up on some information I put it in General notes, Birth notes, etc
  and delete the original entry.


  Anne H






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Re: [LegacyUG] Research notes

[MikeFry]

On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

Ah! But it can replace all your scraps of paper until you consolidate and
organise them in a more permanent fashion. And it's free!

--
Regards,
Mike Fry
Johannesburg (g)



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RE: [LegacyUG] Research notes

[Christine Gibbins]

I use OneNote to copy book and document references and take to the Record
Office etc on my phone., but I still copy and paste the relevant items into
the research notes, it gets too complicated otherwise, if the notes relate
to more than one person I  copy it to the male person at the top of that
line and then when confirmed I edit and add to General notes of the relevant
person, or people.

Best wishes, Chris

http://feniton.blogspot.co.uk/

http://fenitonchurch.blogspot.co.uk/



-Original Message-
From: MikeFry [mailto:emjay...@gmail.com]
Sent: 21 January 2014 10:37
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes

On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!

Ah! But it can replace all your scraps of paper until you consolidate and
organise them in a more permanent fashion. And it's free!

--
Regards,
Mike Fry
Johannesburg (g)







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Re: [LegacyUG] Research notes

[Anne]

How do people record research for a specific fact in Legacy? For example 
conflicting information about a date/place of birth? I am not keen on Geoff's 
alternate birth method. I would prefer something like the notes area for a 
fact being tabbed general and research. This could be used to record and 
resolve conflicting information and would keep all relevant research for that 
fact together.

Anne


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RE: [LegacyUG] Research notes

[Alan Pereira]

I have created a variation on my main file called My Family - unrelated in 
that I add research notes against individuals that have yet to be verified as 
part of my family.  If they are, I move them using split screen, otherwise I 
leave them there with notes showing that they are definitely unrelated.
This file, I have found to be helpful for others who are not part of my tree 
but claim kinship.

Alan Pereira

-Original Message-
From: Jenny M Benson [mailto:ge...@cedarbank.me.uk]
Sent: 21 January 2014 10:05
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes


robs_familytree . wrote:
 Joseph: I normally use the Research Notes, but I really like  your idea.
 Attaching my research steps as a Word document would allow the use of
 tables, etc. when I'm trying to compare information. I'll steal that idea.
 :)

 Adding to your idea I created a folder called Research Notes in the
 Media folder, so all my (linked) Research documents are stored
 together and easily accessed.

These are very good ideas - much better than my method of jotting down notes on 
a bit of paper as I research and then losing the paper or not having a clue 
what the notes refer to!  I shall probably now adopt this method.

BUT...  Very often I am noting down findings of people who might be related or 
might not.  I don't want to add them as unrelated individuals because i don't 
want to clutter up my file in that way.  What I would like - and it's 
something a lot of people have expressed a wish for in the past - is to have a 
Universal Notes section in Legacy which relates to the whole file and not any 
one individual.  Better still if, like the Notes for Individuals, it had 2 tabs 
- General and Research.


--
Jenny M Benson




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RE: [LegacyUG] Research notes

[Michele/Support]

Anne,

I use the General Notes for biographical information (I try to write at least a 
short biography on each of my direct line ancestors and each of their siblings) 
 and I use the Research Notes for my general theories, trains of thought etc.  
I also will write some of this stuff in the event notes, birth notes, death 
notes, marriage notes etc .  This is where you will find simple proof 
statements.  I like doing it this way so that my Research Notes only contain 
the current things I am working on and they don't get too cluttered.

Let's say I have two different birth dates.  I will input the one I decide to 
be the correct one and in the birth notes I will detail the conflicting 
evidence and explain why I believe one to be the correct one (proof statement). 
 If it is more involved than a sentence or a paragraph then we are talking a 
proof argument or case study which usually requires lists, tables, graphics, 
footnoting etc.  In that case I will write it up in MS Word and then attach the 
document to the individual as a pdf (I use a pdf because if I share it is more 
likely the recipient can open a pdf than a MS document).


Michele
Technical Support
mich...@legacyfamilytree.com
www.LegacyFamilyTree.com

-Original Message-
From: Anne [mailto:agdy...@yahoo.co.uk]
Sent: Tuesday, January 21, 2014 5:50 AM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes

How do people record research for a specific fact in Legacy? For example 
conflicting information about a date/place of birth? I am not keen on Geoff's 
alternate birth method. I would prefer something like the notes area for a 
fact being tabbed general and research. This could be used to record and 
resolve conflicting information and would keep all relevant research for that 
fact together.

Anne




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Re: [LegacyUG] Research notes

[Jane Sarles]

But that more permanent fashion needs a place in Legacy. Something
that contains notes that may or may not need to go into the events for
that person, but helps you in research.  The problem with using the
Research Notes is that it would be very difficult to organize those
notes in a useful fashion.

Jane

On 1/21/2014 5:37 AM, MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!





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Re: [LegacyUG] Research notes

[JV Leavitt]

If there were a feature called Tagged Notes, that could be used to
hold research information pertaining to all those with a certain tag
number, would that come close to what you are requesting?

Joseph Leavitt


On 1/20/2014 6:54 PM, Jane Sarles wrote:
 But that more permanent fashion needs a place in Legacy. Something
 that contains notes that may or may not need to go into the events for
 that person, but helps you in research.  The problem with using the
 Research Notes is that it would be very difficult to organize those
 notes in a useful fashion.

 Jane

 On 1/21/2014 5:37 AM, MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!





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Re: [LegacyUG] Research notes

[R G Strong-genes]

You can still do that in your notes! If you don't want them to appear in
reports then just surround them with the privacy brackets [[ some text ]]
and they will be visible in your file but will not appear in reports unless
you change the Privacy Options of the report. If you want the whole note
private just put the opening brackets and no closing brackets then
everything after them will be private.

-Original Message-
From: Jane Sarles
Sent: Tuesday, January 21, 2014 1:57 AM
To: legacyusergroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes

Only if there enough tags for every family or person.  I should like to
see some sort of category such as is on the line of options under the
person screen:  other spouses, aka, todo, sources, etc.

   Some sort of option to list all the extraneous material one collects
when research a person.  Then you could add all the notes relevant to
that person (but not planned to appear in your reports probably), but
for your own research information.  It would be really nice to have all
my notes, scribbles, theories, etc. that handy.

Jane


On 1/21/2014 12:18 PM, JV Leavitt wrote:
 If there were a feature called Tagged Notes, that could be used to
 hold research information pertaining to all those with a certain tag
 number, would that come close to what you are requesting?

 Joseph Leavitt


 On 1/20/2014 6:54 PM, Jane Sarles wrote:
 But that more permanent fashion needs a place in Legacy. Something
 that contains notes that may or may not need to go into the events for
 that person, but helps you in research.  The problem with using the
 Research Notes is that it would be very difficult to organize those
 notes in a useful fashion.

 Jane

 On 1/21/2014 5:37 AM, MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate
 and
 organise them in a more permanent fashion. And it's free!



--
Russell G. Strong
P. S. Check out Legacy Family Tree today! This full featured genealogy
program can be downloaded FREE at
http://www.legacyfamilytreestore.com/Articles.asp?ID=133Click=1114
Oh so many branches and not enough time to check out all the roots!!!.
Check out my Genealogy Pages at http://www.rgstrong-genes.com .




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Re: [LegacyUG] Research notes

[Jane Sarles]

Jenny - yours notes sound just like mine.  Sometimes they are fragments
of things I have found, sometimes they are excerpts I have done a
copy/paste on from the internet.

I agree that something like Evernote would work, but it sure would be
handier to have all that collected information right within the Legacy
grasp.

Jane


On 1/21/2014 1:47 PM, Jenny M Benson wrote:
 MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!

 If typing on my tablet wasn't such a pain I'd use Evernote on that instead
 of pen  paper.  I'm always jotting stuff down because it's quicker/easier
 than trying to remember what I'm looking at in an image (for example) so I
 can transfer the info to Legacy.  I usually score through such info once
 recorded and hang on to any paper with notes still unscored.

 Sometimes my notes are all too brief, too!  Once took *hours* trying to
 re-find the record of a set of siblings whose names  dates of birth I'd
 noted, but not recorded whose children they were!!





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Re: [LegacyUG] Research notes

[Jane Sarles]

Only if there enough tags for every family or person.  I should like to
see some sort of category such as is on the line of options under the
person screen:  other spouses, aka, todo, sources, etc.

   Some sort of option to list all the extraneous material one collects
when research a person.  Then you could add all the notes relevant to
that person (but not planned to appear in your reports probably), but
for your own research information.  It would be really nice to have all
my notes, scribbles, theories, etc. that handy.

Jane


On 1/21/2014 12:18 PM, JV Leavitt wrote:
 If there were a feature called Tagged Notes, that could be used to
 hold research information pertaining to all those with a certain tag
 number, would that come close to what you are requesting?

 Joseph Leavitt


 On 1/20/2014 6:54 PM, Jane Sarles wrote:
 But that more permanent fashion needs a place in Legacy. Something
 that contains notes that may or may not need to go into the events for
 that person, but helps you in research.  The problem with using the
 Research Notes is that it would be very difficult to organize those
 notes in a useful fashion.

 Jane

 On 1/21/2014 5:37 AM, MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate and
 organise them in a more permanent fashion. And it's free!




 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on 
 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp






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Re: [LegacyUG] Research notes

[R G Strong-genes]

Just because it is found doesn't mean it does not belong in a To-Do list.
you could give it a title that would be appropriate and you can assign
reminder dates and priority and tag it. The To-do could be research more to
validate the item.

-Original Message-
From: Jane Sarles
Sent: Tuesday, January 21, 2014 1:59 AM
To: legacyusergroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research notes

To Do being what you wish to find.  These items are info already found
but not yet deemed secure enough or clear enough or maybe useful enough
to incorporate into your data.

Jane


On 1/21/2014 12:59 PM, R G Strong-genes wrote:
 Why not just use the General-to-Do feature to add those research notes
 that pertains to the file.

 -Original Message-
 From: JV Leavitt
 Sent: Tuesday, January 21, 2014 12:18 PM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: Re: [LegacyUG] Research notes

 If there were a feature called Tagged Notes, that could be used to
 hold research information pertaining to all those with a certain tag
 number, would that come close to what you are requesting?

 Joseph Leavitt


 On 1/20/2014 6:54 PM, Jane Sarles wrote:
 But that more permanent fashion needs a place in Legacy. Something
 that contains notes that may or may not need to go into the events for
 that person, but helps you in research.  The problem with using the
 Research Notes is that it would be very difficult to organize those
 notes in a useful fashion.

 Jane

 On 1/21/2014 5:37 AM, MikeFry wrote:
 On 21 Jan 2014 12:31, Jenny M Benson wrote:

 The fact that it is a 3rd party product and not Legacy!
 Ah! But it can replace all your scraps of paper until you consolidate
 and
 organise them in a more permanent fashion. And it's free!




--
Russell G. Strong
P. S. Check out Legacy Family Tree today! This full featured genealogy
program can be downloaded FREE at
http://www.legacyfamilytreestore.com/Articles.asp?ID=133Click=1114
Oh so many branches and not enough time to check out all the roots!!!.
Check out my Genealogy Pages at http://www.rgstrong-genes.com .




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Re: [LegacyUG] Research notes

[Anne]

Thanks for all the ideas everyone! A lot of good ideas. You have been a great 
help.

Will probably follow many of  Michele's ideas, but combining with adding the 
privacy brackets.

I also like the idea of a category under the person screen: other spouses, AKA 
etc for all the scribbles, research etc.

Like Jane I like having everything in Legacy rather than using other programmes 
like Evernote/OneNote.

Thanks again

Anne

Sent from my iPod


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Re: [LegacyUG] Research notes

[JV Leavitt]

You could put these notes in a text file which could be attached as a
document to an individual's record. This would give you more flexibility
with regard to formatting options, and could be updated at any time.
Just keep it in the Media folder, and don't change the name of it.

Joseph Leavitt



On 1/19/2014 7:58 PM, Jane Sarles wrote:
 I am trying to consolidate all the notes that I have accumulated over
 the years of research into one file.  I would like that file to be a
 part of Legacy.  Please do not tell me how everything is my file must be
 documented and attributed.  I am aware of that viewpoint, but wish to
 use such data and information to help my research (so I can get to the
 documented, attributed fact).

 What I am asking is ideas from you all about how to keep this
 miscellaneous in my Legacy file, attached to whomever it pertains to.
 Could I use Research Notes for the person it relates to?  It would get
 to be pretty long, but perhaps that is best.

 Could I use it as an event, perhaps in the Notes category.  It would
 not, of course, print in any report (not sure how to prevent it
 printing, but I know it can be done).   It would get to be quite long,
 but that is better than having the information scattered on my computer
 in various files.  My plan is to go through and keep only the
 information that is pertinent and useful, but i should like it to be
 within Legacy, rather than in separate files in folders on my computer.

 Any ideas from someone who had accomplished this?

 Jane S.








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Re: [LegacyUG] Research notes

[Jay 1FamilyTree]

Jane

I put all the notes just into the General Note area for each person.

Then as I get each item documented and sourced, I move the info into a
separate event.

So what starts out like:




*1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora Herbert*,
was born on Mar 23, 1834 in __, County Clare, Ireland, was baptized
_-_-_ in __, __, __, __, died
on Jul 29, 1907 in Appleton, Outagamie, Wisconsin, USA, and was buried
_-_-_ in __, __, __, __.



General Notes: 1860 Census DescriptionPage /1860 Census
Description1860 Census Date1860/1860 Census Date1860 Census Place
/1860 Census Place1860 Census Notes Grand Chute page 66; Listed living
with wife and 1 child age 2 5, born in Ireland



1880 Census DescriptionPage /1880 Census Description1880 Census
Date1880/1880 Census Date1880 Census Place /1880 Census Place1880
Census Notes Grand Chute page 28; Listed living with wife and 9 children a
ge 47./1880 Census Notes



1900 Census DescriptionED Page /1900 Census Description1900 Census
Date1900/1900 Census Date1900 Census Place /1900 Census Place1900
Census Notes Appleton/Grand Chute ED 72  page 3A; Listed living with wife
a nd 2 children age 68 born Mar 1832 in Ireland immigrated in 1850.





Information from Mike O'Leary lists him born in County Tipperay,
Ireland.His notes include; possible emigration at age 16 in 1848 to Boston.
Work ed Great Lakes boats. assisted in building lighthouses on Lake
Michigan a nd Green Bay. Was at the Soo for the opening of the first
American Lock. L ater worked timber for ore docks



Purchased 40 acres in Grand Chute from J ohn McCormick and built a log
house.



possible death date 1906?; Appleton Evening Crescent, Appleton, WI, Augu st
2, 1906 The funeral of William VAUGHN will be held from the St. Mary's
church tomo rrow morning at 9 o'clock



William married *Margaret Cox,* daughter of *Patrick Cox* and *Catherine
McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin, USA. Margaret was
born on Apr 29, 1837 in Bealkelly (Purdon), Ogonnelloe, County Clare,
Ireland, was baptized _-_-_ in __, __,
__, __, died on Jan 9, 1902 in Appleton, Outagamie,
Wisconsin, USA, and was buried _-_-_ in __, __,
__, __. They had ten children: *John, Patrick J., Sarah,
Catherine, Norah Ellen, John, William, Daniel Edward or DE, Mary*, and
*Margaret
C.*.



then looks like this



*1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora Herbert*,
was born on Mar 23, 1834 in __, County Clare, Ireland, was baptized
_-_-_ in __, __, __, __, died
on Jul 29, 1907 in Appleton, Outagamie, Wisconsin, USA, and was buried
_-_-_ in __, __, __, __.



General Notes: Information from Mike O'Leary lists him born in County
Tipperay, Ireland.His notes include; possible emigration at age 16 in 1848
to Boston. Work ed Great Lakes boats. assisted in building lighthouses on
Lake Michigan a nd Green Bay. Was at the Soo for the opening of the first
American Lock. L ater worked timber for ore docks



Noted events in his life were:



•  Land Record: Abt _-_-1859, __, __, __,
__. Purchased 40 acres in Grand Chute from J ohn McCormick and
built a log house.

•  He is listed in the 1860 Census in Grand Chute, Outagamie, Wisconsin,
USA ?page 66; Listed living with wife and 1 child age 2 5, born in Ireland

•  He is listed in the 1870 Census in Grand Chute, Outagamie, Wisconsin,
USA Page 09Listed living with wife and 5 children a ge 40, born in Ireland,
Farmer.

•  He is listed in the 1880 Census in Grand Chute, Outagamie, Wisconsin,
USA ?page 28; Listed living with wife and 9 children a ge 47.

•  He is listed in the 1900 Census in Grand Chute, Outagamie, Wisconsin,
USA.

 ED 72  page 3A; Listed living with wife a nd 2 children age 68 born Mar
1832 in Ireland immigrated in 1850.

•  His obituary was published on Aug 2, 1907. possible death date 1906?;
Appleton Evening Crescent, Appleton, WI, Augu st 2, 1906 The funeral of
William VAUGHN will be held from the St. Mary's church tomo rrow morning at
9 o'clock



William married *Margaret Cox,* daughter of *Patrick Cox* and *Catherine
McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin, USA. Margaret was
born on Apr 29, 1837 in Bealkelly (Purdon), Ogonnelloe, County Clare,
Ireland, was baptized _-_-_ in __, __,
__, __, died on Jan 9, 1902 in Appleton, Outagamie,
Wisconsin, USA, and was buried _-_-_ in __, __,
__, __. They had ten children: *John, Patrick J., Sarah,
Catherine, Norah Ellen, John, William, Daniel Edward or DE, Mary*, and
*Margaret
C.*.




And I can attached scans of the documents to each event as well.


But whatever system you feel 

Re: [LegacyUG] Research notes

[Jane Sarles]

Good ideas all.  The consensus seems to be using the Notes section.
That way it is easy to control the printing (or not) of the material.

Thanks much.

Jane
On 1/20/2014 1:27 PM, Jay 1FamilyTree wrote:
 Jane

 I put all the notes just into the General Note area for each person.

 Then as I get each item documented and sourced, I move the info into a
 separate event.

 So what starts out like:


 *1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora
 Herbert*, was born on Mar 23, 1834 in __, County Clare,
 Ireland, was baptized _-_-_ in __, __,
 __, __, died on Jul 29, 1907 in Appleton, Outagamie,
 Wisconsin, USA, and was buried _-_-_ in __,
 __, __, __.

 General Notes: 1860 Census DescriptionPage /1860 Census
 Description1860 Census Date1860/1860 Census Date1860 Census
 Place /1860 Census Place1860 Census Notes Grand Chute page 66;
 Listed living with wife and 1 child age 2 5, born in Ireland

 1880 Census DescriptionPage /1880 Census Description1880 Census
 Date1880/1880 Census Date1880 Census Place /1880 Census
 Place1880 Census Notes Grand Chute page 28; Listed living with wife
 and 9 children a ge 47./1880 Census Notes

 1900 Census DescriptionED Page /1900 Census Description1900
 Census Date1900/1900 Census Date1900 Census Place /1900 Census
 Place1900 Census Notes Appleton/Grand Chute ED 72  page 3A; Listed
 living with wife a nd 2 children age 68 born Mar 1832 in Ireland
 immigrated in 1850.

 Information from Mike O'Leary lists him born in County Tipperay,
 Ireland.His notes include; possible emigration at age 16 in 1848 to
 Boston. Work ed Great Lakes boats. assisted in building lighthouses on
 Lake Michigan a nd Green Bay. Was at the Soo for the opening of the
 first American Lock. L ater worked timber for ore docks

 Purchased 40 acres in Grand Chute from J ohn McCormick and built a log
 house.

 possible death date 1906?; Appleton Evening Crescent, Appleton, WI,
 Augu st 2, 1906 The funeral of William VAUGHN will be held from the
 St. Mary's church tomo rrow morning at 9 o'clock

 William married *Margaret Cox,* daughter of *Patrick Cox* and
 *Catherine McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin,
 USA. Margaret was born on Apr 29, 1837 in Bealkelly (Purdon),
 Ogonnelloe, County Clare, Ireland, was baptized _-_-_ in
 __, __, __, __, died on Jan 9, 1902 in
 Appleton, Outagamie, Wisconsin, USA, and was buried _-_-_
 in __, __, __, __. They had ten
 children: *John, Patrick J., Sarah, Catherine, Norah Ellen, John,
 William, Daniel Edward or DE, Mary*, and *Margaret C.*.




 then looks like this



 *1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora
 Herbert*, was born on Mar 23, 1834 in __, County Clare,
 Ireland, was baptized _-_-_ in __, __,
 __, __, died on Jul 29, 1907 in Appleton, Outagamie,
 Wisconsin, USA, and was buried _-_-_ in __,
 __, __, __.

 General Notes: Information from Mike O'Leary lists him born in County
 Tipperay, Ireland.His notes include; possible emigration at age 16 in
 1848 to Boston. Work ed Great Lakes boats. assisted in building
 lighthouses on Lake Michigan a nd Green Bay. Was at the Soo for the
 opening of the first American Lock. L ater worked timber for ore docks

 Noted events in his life were:

 • Land Record: Abt _-_-1859, __, __,
 __, __. Purchased 40 acres in Grand Chute from J ohn
 McCormick and built a log house.

 • He is listed in the 1860 Census in Grand Chute, Outagamie,
 Wisconsin, USA ?page 66; Listed living with wife and 1 child age 2 5,
 born in Ireland

 • He is listed in the 1870 Census in Grand Chute, Outagamie,
 Wisconsin, USA Page 09Listed living with wife and 5 children a ge 40,
 born in Ireland, Farmer.

 •He is listed in the 1880 Census in Grand Chute, Outagamie, Wisconsin,
 USA ?page 28; Listed living with wife and 9 children a ge 47.

 • He is listed in the 1900 Census in Grand Chute, Outagamie,
 Wisconsin, USA.

  ED 72 page 3A; Listed living with wife a nd 2 children age 68 born
 Mar 1832 in Ireland immigrated in 1850.

 • His obituary was published on Aug 2, 1907. possible death date
 1906?; Appleton Evening Crescent, Appleton, WI, Augu st 2, 1906 The
 funeral of William VAUGHN will be held from the St. Mary's church tomo
 rrow morning at 9 o'clock

 William married *Margaret Cox,* daughter of *Patrick Cox* and
 *Catherine McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin,
 USA. Margaret was born on Apr 29, 1837 in Bealkelly (Purdon),
 Ogonnelloe, County Clare, Ireland, was baptized _-_-_ in
 __, __, __, __, died on Jan 9, 1902 in
 Appleton, Outagamie, Wisconsin, USA, and was buried _-_-_
 in __, 

Re: [LegacyUG] Research notes

[Jane Sarles]

Good ideas all.  The consensus seems to be using the Notes section.
That way it is easy to control the printing (or not) of the material.

Thanks much.

Jane
On 1/20/2014 1:27 PM, Jay 1FamilyTree wrote:
 Jane

 I put all the notes just into the General Note area for each person.

 Then as I get each item documented and sourced, I move the info into a
 separate event.

 So what starts out like:


 *1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora
 Herbert*, was born on Mar 23, 1834 in __, County Clare,
 Ireland, was baptized _-_-_ in __, __,
 __, __, died on Jul 29, 1907 in Appleton, Outagamie,
 Wisconsin, USA, and was buried _-_-_ in __,
 __, __, __.

 General Notes: 1860 Census DescriptionPage /1860 Census
 Description1860 Census Date1860/1860 Census Date1860 Census
 Place /1860 Census Place1860 Census Notes Grand Chute page 66;
 Listed living with wife and 1 child age 2 5, born in Ireland

 1880 Census DescriptionPage /1880 Census Description1880 Census
 Date1880/1880 Census Date1880 Census Place /1880 Census
 Place1880 Census Notes Grand Chute page 28; Listed living with wife
 and 9 children a ge 47./1880 Census Notes

 1900 Census DescriptionED Page /1900 Census Description1900
 Census Date1900/1900 Census Date1900 Census Place /1900 Census
 Place1900 Census Notes Appleton/Grand Chute ED 72  page 3A; Listed
 living with wife a nd 2 children age 68 born Mar 1832 in Ireland
 immigrated in 1850.

 Information from Mike O'Leary lists him born in County Tipperay,
 Ireland.His notes include; possible emigration at age 16 in 1848 to
 Boston. Work ed Great Lakes boats. assisted in building lighthouses on
 Lake Michigan a nd Green Bay. Was at the Soo for the opening of the
 first American Lock. L ater worked timber for ore docks

 Purchased 40 acres in Grand Chute from J ohn McCormick and built a log
 house.

 possible death date 1906?; Appleton Evening Crescent, Appleton, WI,
 Augu st 2, 1906 The funeral of William VAUGHN will be held from the
 St. Mary's church tomo rrow morning at 9 o'clock

 William married *Margaret Cox,* daughter of *Patrick Cox* and
 *Catherine McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin,
 USA. Margaret was born on Apr 29, 1837 in Bealkelly (Purdon),
 Ogonnelloe, County Clare, Ireland, was baptized _-_-_ in
 __, __, __, __, died on Jan 9, 1902 in
 Appleton, Outagamie, Wisconsin, USA, and was buried _-_-_
 in __, __, __, __. They had ten
 children: *John, Patrick J., Sarah, Catherine, Norah Ellen, John,
 William, Daniel Edward or DE, Mary*, and *Margaret C.*.




 then looks like this



 *1-William Edward Vaughn*, son of *Patrick Vaughn* and *Honora
 Herbert*, was born on Mar 23, 1834 in __, County Clare,
 Ireland, was baptized _-_-_ in __, __,
 __, __, died on Jul 29, 1907 in Appleton, Outagamie,
 Wisconsin, USA, and was buried _-_-_ in __,
 __, __, __.

 General Notes: Information from Mike O'Leary lists him born in County
 Tipperay, Ireland.His notes include; possible emigration at age 16 in
 1848 to Boston. Work ed Great Lakes boats. assisted in building
 lighthouses on Lake Michigan a nd Green Bay. Was at the Soo for the
 opening of the first American Lock. L ater worked timber for ore docks

 Noted events in his life were:

 • Land Record: Abt _-_-1859, __, __,
 __, __. Purchased 40 acres in Grand Chute from J ohn
 McCormick and built a log house.

 • He is listed in the 1860 Census in Grand Chute, Outagamie,
 Wisconsin, USA ?page 66; Listed living with wife and 1 child age 2 5,
 born in Ireland

 • He is listed in the 1870 Census in Grand Chute, Outagamie,
 Wisconsin, USA Page 09Listed living with wife and 5 children a ge 40,
 born in Ireland, Farmer.

 •He is listed in the 1880 Census in Grand Chute, Outagamie, Wisconsin,
 USA ?page 28; Listed living with wife and 9 children a ge 47.

 • He is listed in the 1900 Census in Grand Chute, Outagamie,
 Wisconsin, USA.

  ED 72 page 3A; Listed living with wife a nd 2 children age 68 born
 Mar 1832 in Ireland immigrated in 1850.

 • His obituary was published on Aug 2, 1907. possible death date
 1906?; Appleton Evening Crescent, Appleton, WI, Augu st 2, 1906 The
 funeral of William VAUGHN will be held from the St. Mary's church tomo
 rrow morning at 9 o'clock

 William married *Margaret Cox,* daughter of *Patrick Cox* and
 *Catherine McNamara,* on Jun 22, 1859 in Holland, Brown, Wisconsin,
 USA. Margaret was born on Apr 29, 1837 in Bealkelly (Purdon),
 Ogonnelloe, County Clare, Ireland, was baptized _-_-_ in
 __, __, __, __, died on Jan 9, 1902 in
 Appleton, Outagamie, Wisconsin, USA, and was buried _-_-_
 in __, 

Re: [LegacyUG] Research notes

[robs_familytree .]

Joseph: I normally use the Research Notes, but I really like  your idea. 
Attaching my research steps as a Word document would allow the use of tables, 
etc. when I'm trying to compare information. I'll steal that idea. :)

Adding to your idea I created a folder called Research Notes in the Media 
folder, so all my (linked) Research documents are stored together and easily 
accessed.

Thanks!

Rob Miller

Sent from my iPad

 On Jan 20, 2014, at 11:24 AM, JV Leavitt jleavi...@att.net wrote:

 You could put these notes in a text file which could be attached as a
 document to an individual's record. This would give you more flexibility
 with regard to formatting options, and could be updated at any time.
 Just keep it in the Media folder, and don't change the name of it.

 Joseph Leavitt



 On 1/19/2014 7:58 PM, Jane Sarles wrote:
 I am trying to consolidate all the notes that I have accumulated over
 the years of research into one file.  I would like that file to be a
 part of Legacy.  Please do not tell me how everything is my file must be
 documented and attributed.  I am aware of that viewpoint, but wish to
 use such data and information to help my research (so I can get to the
 documented, attributed fact).

 What I am asking is ideas from you all about how to keep this
 miscellaneous in my Legacy file, attached to whomever it pertains to.
 Could I use Research Notes for the person it relates to?  It would get
 to be pretty long, but perhaps that is best.

 Could I use it as an event, perhaps in the Notes category.  It would
 not, of course, print in any report (not sure how to prevent it
 printing, but I know it can be done).   It would get to be quite long,
 but that is better than having the information scattered on my computer
 in various files.  My plan is to go through and keep only the
 information that is pertinent and useful, but i should like it to be
 within Legacy, rather than in separate files in folders on my computer.

 Any ideas from someone who had accomplished this?

 Jane S.




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 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp





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Re: [LegacyUG] Research notes

[Jane Sarles]

OK, can you give me a step by step plan of how to do that - create the
folder, etc.?  Where does one go to create the folder. Then how do you
tell it to go to that folder?  Sorry to be rather dense about it all.

Jane

On 1/20/2014 6:53 PM, robs_familytree . wrote:
 Joseph: I normally use the Research Notes, but I really like  your idea. 
 Attaching my research steps as a Word document would allow the use of tables, 
 etc. when I'm trying to compare information. I'll steal that idea. :)

 Adding to your idea I created a folder called Research Notes in the Media 
 folder, so all my (linked) Research documents are stored together and easily 
 accessed.

 Thanks!

 Rob Miller

 Sent from my iPad

 On Jan 20, 2014, at 11:24 AM, JV Leavitt jleavi...@att.net wrote:

 You could put these notes in a text file which could be attached as a
 document to an individual's record. This would give you more flexibility
 with regard to formatting options, and could be updated at any time.
 Just keep it in the Media folder, and don't change the name of it.

 Joseph Leavitt



 On 1/19/2014 7:58 PM, Jane Sarles wrote:
 I am trying to consolidate all the notes that I have accumulated over
 the years of research into one file.  I would like that file to be a
 part of Legacy.  Please do not tell me how everything is my file must be
 documented and attributed.  I am aware of that viewpoint, but wish to
 use such data and information to help my research (so I can get to the
 documented, attributed fact).

 What I am asking is ideas from you all about how to keep this
 miscellaneous in my Legacy file, attached to whomever it pertains to.
 Could I use Research Notes for the person it relates to?  It would get
 to be pretty long, but perhaps that is best.

 Could I use it as an event, perhaps in the Notes category.  It would
 not, of course, print in any report (not sure how to prevent it
 printing, but I know it can be done).   It would get to be quite long,
 but that is better than having the information scattered on my computer
 in various files.  My plan is to go through and keep only the
 information that is pertinent and useful, but i should like it to be
 within Legacy, rather than in separate files in folders on my computer.

 Any ideas from someone who had accomplished this?

 Jane S.



 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on 
 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp




 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on 
 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp






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Re: [LegacyUG] Research notes

[robs_familytree .]

Jane:  creating the folders would depend on where your media files are stored, 
the version of Windows you are using, etc. Standing in front of your computer 
it is relatively easy to do, but sorry I don't have the skill necessary to 
describe step by step without knowing your computer.

Perhaps someone else can, or perhaps using the Research Notes as others have 
suggested might be the easiest method.

Rob



Sent from my iPad

 On Jan 20, 2014, at 8:17 PM, Jane Sarles sarlesinsi...@gmail.com wrote:

 OK, can you give me a step by step plan of how to do that - create the
 folder, etc.?  Where does one go to create the folder. Then how do you
 tell it to go to that folder?  Sorry to be rather dense about it all.

 Jane

 On 1/20/2014 6:53 PM, robs_familytree . wrote:
 Joseph: I normally use the Research Notes, but I really like  your idea. 
 Attaching my research steps as a Word document would allow the use of 
 tables, etc. when I'm trying to compare information. I'll steal that idea. :)

 Adding to your idea I created a folder called Research Notes in the Media 
 folder, so all my (linked) Research documents are stored together and easily 
 accessed.

 Thanks!

 Rob Miller

 Sent from my iPad

 On Jan 20, 2014, at 11:24 AM, JV Leavitt jleavi...@att.net wrote:

 You could put these notes in a text file which could be attached as a
 document to an individual's record. This would give you more flexibility
 with regard to formatting options, and could be updated at any time.
 Just keep it in the Media folder, and don't change the name of it.

 Joseph Leavitt



 On 1/19/2014 7:58 PM, Jane Sarles wrote:
 I am trying to consolidate all the notes that I have accumulated over
 the years of research into one file.  I would like that file to be a
 part of Legacy.  Please do not tell me how everything is my file must be
 documented and attributed.  I am aware of that viewpoint, but wish to
 use such data and information to help my research (so I can get to the
 documented, attributed fact).

 What I am asking is ideas from you all about how to keep this
 miscellaneous in my Legacy file, attached to whomever it pertains to.
 Could I use Research Notes for the person it relates to?  It would get
 to be pretty long, but perhaps that is best.

 Could I use it as an event, perhaps in the Notes category.  It would
 not, of course, print in any report (not sure how to prevent it
 printing, but I know it can be done).   It would get to be quite long,
 but that is better than having the information scattered on my computer
 in various files.  My plan is to go through and keep only the
 information that is pertinent and useful, but i should like it to be
 within Legacy, rather than in separate files in folders on my computer.

 Any ideas from someone who had accomplished this?

 Jane S.



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Re: [LegacyUG] Research notes

[Jane Sarles]

I certainly understand.  Thanks.

Jane


On 1/20/2014 8:29 PM, robs_familytree . wrote:
 Jane:  creating the folders would depend on where your media files are 
 stored, the version of Windows you are using, etc. Standing in front of your 
 computer it is relatively easy to do, but sorry I don't have the skill 
 necessary to describe step by step without knowing your computer.

 Perhaps someone else can, or perhaps using the Research Notes as others have 
 suggested might be the easiest method.

 Rob



 Sent from my iPad

 On Jan 20, 2014, at 8:17 PM, Jane Sarles sarlesinsi...@gmail.com wrote:

 OK, can you give me a step by step plan of how to do that - create the
 folder, etc.?  Where does one go to create the folder. Then how do you
 tell it to go to that folder?  Sorry to be rather dense about it all.

 Jane

 On 1/20/2014 6:53 PM, robs_familytree . wrote:
 Joseph: I normally use the Research Notes, but I really like  your idea. 
 Attaching my research steps as a Word document would allow the use of 
 tables, etc. when I'm trying to compare information. I'll steal that idea. 
 :)

 Adding to your idea I created a folder called Research Notes in the Media 
 folder, so all my (linked) Research documents are stored together and 
 easily accessed.

 Thanks!

 Rob Miller

 Sent from my iPad

 On Jan 20, 2014, at 11:24 AM, JV Leavitt jleavi...@att.net wrote:

 You could put these notes in a text file which could be attached as a
 document to an individual's record. This would give you more flexibility
 with regard to formatting options, and could be updated at any time.
 Just keep it in the Media folder, and don't change the name of it.

 Joseph Leavitt



 On 1/19/2014 7:58 PM, Jane Sarles wrote:
 I am trying to consolidate all the notes that I have accumulated over
 the years of research into one file.  I would like that file to be a
 part of Legacy.  Please do not tell me how everything is my file must be
 documented and attributed.  I am aware of that viewpoint, but wish to
 use such data and information to help my research (so I can get to the
 documented, attributed fact).

 What I am asking is ideas from you all about how to keep this
 miscellaneous in my Legacy file, attached to whomever it pertains to.
 Could I use Research Notes for the person it relates to?  It would get
 to be pretty long, but perhaps that is best.

 Could I use it as an event, perhaps in the Notes category.  It would
 not, of course, print in any report (not sure how to prevent it
 printing, but I know it can be done).   It would get to be quite long,
 but that is better than having the information scattered on my computer
 in various files.  My plan is to go through and keep only the
 information that is pertinent and useful, but i should like it to be
 within Legacy, rather than in separate files in folders on my computer.

 Any ideas from someone who had accomplished this?

 Jane S.


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Re: [LegacyUG] Research Notes Problem in V8

[Jenny M Benson]

On 29/11/2013 01:04, John B. Lisle wrote:
 Jenny,

 Are you using a standard edition or Deluxe edition? What Build number
 are you using (see Legacy Home Page.) A new build was issued this
 morning that may have fixed a problem with notes.

Updated to the new build and still have problems, but I now gather it is
known issue with the Standard edition and is being dealt with.  I shall
be upgrading next week and it's not really a problem at the moment, I
was just looking into it because others had mentioned it.


 Lastly, when converting a file to L8, I recommend using L8 to open L7.5 files.

 When you try to open the file, Legacy 8 will give you several
 options. The first is to have Legacy copy the family file to your
 Option 6.1 folder and then convert the copy, leaving your original L7
 family file where it was.

 When you let Legacy do the work for you, you know all of the step s
 will be done correctly. (or at least this has been our experience so far...)

I don't actually see a difference between using V8 to open my working
file and have it make a copy and update it and having V7 make the copy
of the file (using FileSave Family File As... and opening that in V8
and having it converted, which is what I did.

However, whichever way I arrived at my new V8 file, it really shouldn't
have made any difference to Notes which I added directly to the new file.

The bug seems very odd and variable because having got the latest build,
when I opened the file a Research Note I created last night WAS still
there, but when I deleted that text and typed something else, that
WASN'T there next time I opened Notes!
--
Jenny M Benson



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Re: [LegacyUG] Research Notes Problem in V8

[John B. Lisle]

Jennie,

Please see below...

john.


At 07:48 AM 11/29/2013, Jenny M Benson wrote:
On 29/11/2013 01:04, John B. Lisle wrote:
  Jenny,
 
  Are you using a standard edition or Deluxe edition? What Build number
  are you using (see Legacy Home Page.) A new build was issued this
  morning that may have fixed a problem with notes.

Updated to the new build and still have problems, but I now gather it is
known issue with the Standard edition and is being dealt with.  I shall
be upgrading next week and it's not really a problem at the moment, I
was just looking into it because others had mentioned it.
 

  Lastly, when converting a file to L8, I recommend using L8 to
 open L7.5 files.
 
  When you try to open the file, Legacy 8 will give you several
  options. The first is to have Legacy copy the family file to your
  Option 6.1 folder and then convert the copy, leaving your original L7
  family file where it was.
 
  When you let Legacy do the work for you, you know all of the step s
  will be done correctly. (or at least this has been our experience
 so far...)

I don't actually see a difference between using V8 to open my working
file and have it make a copy and update it and having V7 make the copy
of the file (using FileSave Family File As... and opening that in V8
and having it converted, which is what I did.

It probably does not matter.

I wanted to share how L8 is trying to make the process easier for you.


However, whichever way I arrived at my new V8 file, it really shouldn't
have made any difference to Notes which I added directly to the new file.

The bug seems very odd and variable because having got the latest build,
when I opened the file a Research Note I created last night WAS still
there, but when I deleted that text and typed something else, that
WASN'T there next time I opened Notes!

I do not have any of the technical ins and outs of what has been done
(I am a tester, not an employee), but it seems that multiple bugs in
the Notes function were in the Standard Edition on release day. A fix
was done for the update Build to at least one of the identified bugs.
And we have been told additional fixes will be in the next update.

As always, with any new software, glitches will be found. Although we
tested for many months, we cannot test all configurations that the
wider user base is going to have. Further, I do not recall another
case (in my 10 years on the test team) - but I am sure it must have
happened - where something basic like this is going to fail in the
Standard Edition but not in the Deluxe Edition. 99.99% of our testing
is on the Deluxe edition for this reason.

thanks for your help,
john.



--
Jenny M Benson



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Re: [LegacyUG] Research Notes Problem in V8

[Ron Ferguson]

Steve,

From where are you viewing them? Using the Notes Icon in Family View, mine are 
fine.

Ron Ferguson
http://www.fergys.co.uk/


From: Steve
Sent: Thursday, November 28, 2013 11:38 AM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes Problem in V8

Hi all
I am evaluating V8 standard edition, I have 7.5 deluxe.
I have created a copy of my file and allowed the programme to copy and update 
to V8.  I have both versions opened side by side.
Has anyone noticed their research notes not showing in V8; general and medical 
show correctly?  Have I missed a switch?
Regards
Steve




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Re: [LegacyUG] Research Notes Problem in V8

[Sebastian Masch]

Steve schrieb am 28.11.2013 12:38:
 Hi all
 I am evaluating V8 standard edition, I have 7.5 deluxe.
 I have created a copy of my file and allowed the programme to copy and update 
 to V8.  I have both versions opened side by side.
 Has anyone noticed their research notes not showing in V8; general and 
 medical show correctly?  Have I missed a switch?
 Regards
 Steve


I have that problem. No research notes are displayed though they were
imported correctly - the icon at the Family view is colored and I can
see them in a GEDCOM export. If I open the Notes window for an
individual the General tab is focused but the content of Medical tab is
shown. If click on Medical and then General again, the edit box for the
notes is shown but it's empty.


Greetings
Sebastian




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Re: [LegacyUG] Research Notes Problem in V8

[Steve]

Ron

To open notes I double click the notes icon on family view, and also clicked 
from individuals information.

Tried on a different file, same issue i.e. no research notes.

Export gedcom from 7.5 and import to V8 same issue.

Check/repair no difference.

Strangely, some people have research notes, others don’t.

Steve

From: Ron Ferguson
Sent: Thursday, November 28, 2013 2:28 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research Notes Problem in V8


Steve,

From where are you viewing them? Using the Notes Icon in Family View, mine are 
fine.

Ron Ferguson
http://www.fergys.co.uk/


From: Steve
Sent: Thursday, November 28, 2013 11:38 AM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes Problem in V8

Hi all
I am evaluating V8 standard edition, I have 7.5 deluxe.
I have created a copy of my file and allowed the programme to copy and update 
to V8.  I have both versions opened side by side.
Has anyone noticed their research notes not showing in V8; general and medical 
show correctly?  Have I missed a switch?
Regards
Steve




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RE: [LegacyUG] Research Notes Problem in V8

[Kurt Kneeland]

I checked one note in mine (side by side) and found no problem.



I did notice that if you view the note on the Note Tab of the Name Index 
screen, formatting codes (eg B for bold) get displayed rather than applied. 
 But this is in both 7.5 and 8.0.





From: Steve [mailto:sp.tomlin...@btinternet.com]
Sent: Thursday, November 28, 2013 5:39 AM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes Problem in V8



Hi all



I am evaluating V8 standard edition, I have 7.5 deluxe.



I have created a copy of my file and allowed the programme to copy and update 
to V8.  I have both versions opened side by side.



Has anyone noticed their research notes not showing in V8; general and medical 
show correctly?  Have I missed a switch?



Regards



Steve



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Re: [LegacyUG] Research Notes Problem in V8

[Steve]

Ron
I created a search list to identify which people had research notes (in both 
7.5 and 8.0 to see what was missing), when I open the search list and highlight 
the individual, select the notes tab, and have research button highlighted 
notes are there.  The people identified in the search list in both versions are 
the same.
When I click from the family screen or individual screen the notes icon, there 
is nothing in the research notes.  I have just done the same for general notes 
and the same issue exists.
Medical notes (ie cause of death) are showing wherever I access that from, but 
I do not use the actual note field.
I have just removed V8 and re-installed build 8.0.0.355 which has not cured the 
problem.
Steve


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Re: [LegacyUG] Research Notes Problem in V8

[John B. Lisle]

Steve,
I am curious, why did you populate your Legacy 8 family file with a
Gedcom file?
With L8, you can either copy your L7.5 file and place it wherever you
want to hold L8 files or let Legacy do copying when you open the file.
Then when you open file in L8, a proper conversion of the data is
accomplished.
Importing a Gedcom is going to cause a slight loss of data because L7.5
does not export all of the fields. (L8 does a much better job for
allowing you to use a Gedcom file as an archive.) That said, if you are
using SourceWriter, Gedcom necessarily converts your sources to Basic
sources. Still true in L8. 
Check your Gedcom file to see if the Research Notes were even exported.
If they were, 
Try your notes problem again after letting L8 do a conversion on a copy
of your family file.
Please share with us what you find.
thanks,
john. 

At 09:36 AM 11/28/2013, Steve wrote:
Ron

To open notes I double click the notes icon on family view, and also
clicked from individuals information.

Tried on a different file, same issue i.e. no research notes.

Export gedcom from 7.5 and import to V8 same issue.

Check/repair no difference.

Strangely, some people have research notes, others don’t.

Steve

From: Ron Ferguson

Sent: Thursday, November 28, 2013 2:28 PM
To:

LegacyUserGroup@LegacyUsers.com 
Subject: Re: [LegacyUG] Research Notes Problem in V8


Steve,

From where are you viewing them? Using the Notes
Icon in Family View, mine are fine.

Ron Ferguson
http://www.fergys.co.uk/


From: Steve 
Sent: Thursday, November 28, 2013 11:38 AM
To:

LegacyUserGroup@LegacyUsers.com 
Subject: [LegacyUG] Research Notes Problem in V8

Hi all

I am evaluating V8 standard edition, I have 7.5 deluxe.

I have created a copy of my file and allowed the programme to copy and
update to V8. I have both versions opened side by side.

Has anyone noticed their research notes not showing in V8; general and
medical show correctly? Have I missed a switch?

Regards

Steve



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Re: [LegacyUG] Research Notes Problem in V8

[Steve]

John

I tried all options to get my data into V8, importing a gedcom and letting 
legacy 8 find the L7.5 FDB file.

Steve

From: John B. Lisle
Sent: Thursday, November 28, 2013 7:11 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research Notes Problem in V8

Steve,

I am curious, why did you populate your Legacy 8 family file with a Gedcom file?

With L8, you can either copy your L7.5 file and place it wherever you want to 
hold L8 files or let Legacy do copying when you open the file. Then when you 
open file in L8, a proper conversion of the data is accomplished.

Importing a Gedcom is going to cause a slight loss of data because L7.5 does 
not export all of the fields. (L8 does a much better job for allowing you to 
use a Gedcom file as an archive.) That said, if you are using SourceWriter, 
Gedcom necessarily converts your sources to Basic sources. Still true in L8.

Check your Gedcom file to see if the Research Notes were even exported. If they 
were,

Try your notes problem again after letting L8 do a conversion on a copy of your 
family file.

Please share with us what you find.

thanks,
john.


At 09:36 AM 11/28/2013, Steve wrote:

  Ron

  To open notes I double click the notes icon on family view, and also clicked 
from individuals information.

  Tried on a different file, same issue i.e. no research notes.

  Export gedcom from 7.5 and import to V8 same issue.

  Check/repair no difference.

  Strangely, some people have research notes, others don’t.

  Steve

  From: Ron Ferguson
  Sent: Thursday, November 28, 2013 2:28 PM
  To: LegacyUserGroup@LegacyUsers.com
  Subject: Re: [LegacyUG] Research Notes Problem in V8


  Steve,

  From where are you viewing them? Using the Notes Icon in Family View, mine 
are fine.

  Ron Ferguson
  http://www.fergys.co.uk/


  From: Steve
  Sent: Thursday, November 28, 2013 11:38 AM
  To: LegacyUserGroup@LegacyUsers.com
  Subject: [LegacyUG] Research Notes Problem in V8

  Hi all

  I am evaluating V8 standard edition, I have 7.5 deluxe.

  I have created a copy of my file and allowed the programme to copy and update 
to V8.  I have both versions opened side by side.

  Has anyone noticed their research notes not showing in V8; general and 
medical show correctly?  Have I missed a switch?

  Regards

  Steve


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RE: [LegacyUG] Research Notes Problem in V8

[Mary Fowler Leek]

Steve,

Just to let you know that for me, the copied Legacy 7.5 data file worked 
correctly and all of my notes appear to be in place under the various tabs.

Sebastian, I've no idea what to suggest other than to delete the imported file 
and try again. Maybe make a copy of your Legacy 7.5 data file and 
import/convert that, rather than attempting to export/import a GEDCOM (if I've 
understood correctly that this is what you've done).

Mary


-Original Message-
From: Sebastian Masch [mailto:landw...@wilsen.de]


Steve schrieb am 28.11.2013 12:38:
 Hi all
 I am evaluating V8 standard edition, I have 7.5 deluxe.
 I have created a copy of my file and allowed the programme to copy and update 
 to V8.  I have both versions opened side by side.
 Has anyone noticed their research notes not showing in V8; general and 
 medical show correctly?  Have I missed a switch?
 Regards
 Steve


I have that problem. No research notes are displayed though they were imported 
correctly - the icon at the Family view is colored and I can see them in a 
GEDCOM export. If I open the Notes window for an individual the General tab is 
focused but the content of Medical tab is shown. If click on Medical and then 
General again, the edit box for the notes is shown but it's empty.


Greetings
Sebastian






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Re: [LegacyUG] Research Notes Problem in V8

[Jenny M Benson]

On 28/11/2013 12:28, Ron Ferguson wrote:
  From where are you viewing them? Using the Notes Icon in Family View,
 mine are fine.

I made a copy of my original (V7) family file and allowed V8 to convert
and open it.  I opened my own record to Individual's Information, added
some text to the Research Notes field, clicked Save.  The Notes icon is
highlighted on Individual's Information Screen.  I click on the icon and
the Notes fields open with Research highlighted by displaying the
Medical tab.  Clicking Research does nothing, so click General then
click Research and there is no text.  Click Cancel and icon remains
highlighted, but if click Save icon is no longer highlighted.

Now looked at another Individual who had both General and Research Notes
in V7.  She no longer has Research Notes in V8.

So definitely a bug there.

--
Jenny M Benson



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RE: [LegacyUG] Research Notes Problem in V8

[Kurt Kneeland]

When you copied your V7 version for V8 to convert, did you also copy any 
supporting files or just the .fdb?  Extended text may be stored in a secondary 
file.

-Original Message-
From: Jenny M Benson [mailto:ge...@cedarbank.me.uk]
Sent: Thursday, November 28, 2013 12:17 PM
Subject: Re: [LegacyUG] Research Notes Problem in V8
To: LegacyUserGroup@LegacyUsers.com

On 28/11/2013 12:28, Ron Ferguson wrote:
  From where are you viewing them? Using the Notes Icon in Family View,
 mine are fine.

I made a copy of my original (V7) family file and allowed V8 to convert and 
open it.  I opened my own record to Individual's Information, added some text 
to the Research Notes field, clicked Save.  The Notes icon is highlighted on 
Individual's Information Screen.  I click on the icon and the Notes fields open 
with Research highlighted by displaying the Medical tab.  Clicking Research 
does nothing, so click General then click Research and there is no text.  Click 
Cancel and icon remains highlighted, but if click Save icon is no longer 
highlighted.

Now looked at another Individual who had both General and Research Notes in V7. 
 She no longer has Research Notes in V8.

So definitely a bug there.

--
Jenny M Benson



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Re: [LegacyUG] Research Notes Problem in V8

[Jenny M Benson]

On 28/11/2013 18:24, Kurt Kneeland wrote:
 When you copied your V7 version for V8 to convert, did you also copy
 any supporting files or just the .fdb?  Extended text may be stored
 in a secondary file.

Well, I said copied but what I actually did was Save Family File As...
from the File menu in V7.

--
Jenny M Benson



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Re: [LegacyUG] Research Notes Problem in V8

[John B. Lisle]

Kurt,

Legacy stored all of the notes in the .fdb file.

Jenny,

Are you using a standard edition or Deluxe edition? What Build number
are you using (see Legacy Home Page.) A new build was issued this
morning that may have fixed a problem with notes.

I have not seen this in testing but 99% of my testing has been in Deluxe mode.

Lastly, when converting a file to L8, I recommend using L8 to open L7.5 files.

When you try to open the file, Legacy 8 will give you several
options. The first is to have Legacy copy the family file to your
Option 6.1 folder and then convert the copy, leaving your original L7
family file where it was.

When you let Legacy do the work for you, you know all of the step s
will be done correctly. (or at least this has been our experience so far...)

john.


At 03:09 PM 11/28/2013, Jenny M Benson wrote:
On 28/11/2013 18:24, Kurt Kneeland wrote:
  When you copied your V7 version for V8 to convert, did you also copy
  any supporting files or just the .fdb?  Extended text may be stored
  in a secondary file.

Well, I said copied but what I actually did was Save Family File As...
from the File menu in V7.

--
Jenny M Benson




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Re: [LegacyUG] Research Notes Problem in V8

[Sebastian Masch]

Mary Fowler Leek schrieb am 28.11.2013 18:50:
 Steve,

 Just to let you know that for me, the copied Legacy 7.5 data file
 worked correctly and all of my notes appear to be in place under the
 various tabs.

 Sebastian, I've no idea what to suggest other than to delete the
 imported file and try again. Maybe make a copy of your Legacy 7.5
 data file and import/convert that, rather than attempting to
 export/import a GEDCOM (if I've understood correctly that this is
 what you've done).

 Mary


I copied the 7.5 fdb file and opened it in 8.0 (option 3: convert and
open file). But from the German mailing list I know now that only the
Standard version has this Notes problem. So it will go away for me after
I finally get a Deluxe key - waiting since 3 days.


Greetings
Sebastian



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Re: [LegacyUG] Research Notes

[Mary Young]

There might be spaces before or after the double brackets - these can slip
in and, of course, are invisible.
Mary



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Re: [LegacyUG] Research Notes

[Pat Hickin]

Yes, Mary, I *did* have a space (/or perhaps a carriage return) after the
double brackets.  I removed it and that took care of the problem!!  Thanks!

Pat


On Mon, May 27, 2013 at 7:27 AM, Mary Young m...@cmy.org.uk wrote:

 There might be spaces before or after the double brackets - these can slip
 in and, of course, are invisible.
 Mary


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Re: [LegacyUG] Research Notes

[Brian/Support]

It would help if we knew which report you are making. I tested the
Descendant and Descendant Narrative. On both those reports you can make
the Research Notes heading private and it will not print. I also tried
blanking out the Research Notes Heading in the Descendant Report that
also prevented anything from printing and did not seem to add a blank
line where the heading would be.

Brian
Customer Support
Millennia Corporation
br...@legacyfamilytree.com
http://www.LegacyFamilyTree.com
--

On 26-May-13 7:43 PM, Pat Hickin wrote:
 I have some information in Research Notes but have it all in double
 brackets as I don't want it to appear in a report.

 In the report, however, the term Research Notes appears -- but of course
 nothing is printed below.

 Is there any way to keep a report from printing Research Notes when all
 the info is double-bracketed??

 Thanks,
 Pat



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Re: [LegacyUG] Research Notes

[Paula Ryburn]

Kathy, I haven't read the rest of the responses yet, but I am turning over a
new leaf in recording research results myself, and this is my plan:  Use the
to-do items to organize my work, and record all results there.  If the results
are just confirmation of fact, then enter the (say) burial information and cite
the source.  If, however, what needs to be recorded is a summary of several
results that lead me to one conclusion about (say) parentage, then I will enter
the summary/conclusion/explanation in the individual's Research Notes, also
entering data  citing sources of course.  So, in theory, the only individuals
with something in their Research Notes are those with issues that required
multiple pieces of information to come to a conclusion.  (I'm sure there are
more appropriate or genealogically professional sounding terms I should be using
here, but I think you know what I mean.)   I had previously used Research Notes
to record to-do items or tidbits/clues.  Really trying to clean things up right
now.

Now, to read what the rest have said!
BTW, excellent question and totally appropriate for LUG!!
 --Paula




From: Kathy Meyer kmeyer2...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Sat, April 14, 2012 2:20:39 PM
Subject: [LegacyUG] Research Notes

I want to start using my Research Notes more efficiently.  Would
anyone be willing to email me back privately with a sample of how you
record your Research there? I'm sure there are as many variations as
there are people and I'd like to see how others are successfully using
this so I can discover what works best for me.  If anyone else would
like me to forward the responses I receive, please email me privately
as well.  If you think it's ok to post on the list, that's fine too
but I'm willing to compile and share the responses privately off-list.

My thought was that it might be 'easy' to copy/paste a page from your
research notes into an email.  I'm open to whatever suggestions anyone
has.

I just did some research at the FHL yesterday and I want to start
doing this 'right' for a number of reasons and now is the best time.
Thank you in advance to anyone who will take the time and effort to
help with this.  Kathy



--
Kathy Meyer
Heritage Makers
Personal Publishing Consultant
Phone: 801-921-9644
www.heritagemakers.com/ourlegacycreations


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Re: [LegacyUG] Research Notes

[Bill Paulson]

Kathy,

Please add me to your list. Although, it's too late to help, I've been
tasked with teaching a class on this topic for our local LUG group and have
spent some time researching this list for ideas. I'm at a distinct
disadvantage, having never made use of this Legacy resource so whatever
your request turns up be will useful in the future.

Bill Paulson

On Sat, Apr 14, 2012 at 12:19 PM, Kathy Meyer kmeyer2...@gmail.com wrote:

 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy



 --
 Kathy Meyer
 Heritage Makers
 Personal Publishing Consultant
 Phone: 801-921-9644
 www.heritagemakers.com/ourlegacycreations



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Re: [LegacyUG] Research Notes

[Nannette Fretwell]

Kathy, I too would like to use the notes more efficiently. I have tried to
form my own way, but I seem to not be consistent, nor does is make sense
when I'm at the libraries doing research. Let me know what you come up with!

Nannette

On Sat, Apr 14, 2012 at 1:35 PM, Bill Paulson fwill...@gmail.com wrote:

 Kathy,

 Please add me to your list. Although, it's too late to help, I've been
 tasked with teaching a class on this topic for our local LUG group and have
 spent some time researching this list for ideas. I'm at a distinct
 disadvantage, having never made use of this Legacy resource so whatever
 your request turns up be will useful in the future.

 Bill Paulson


 On Sat, Apr 14, 2012 at 12:19 PM, Kathy Meyer kmeyer2...@gmail.comwrote:

 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy



 --
 Kathy Meyer
 Heritage Makers
 Personal Publishing Consultant
 Phone: 801-921-9644
 www.heritagemakers.com/ourlegacycreations



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Re: [LegacyUG] Research Notes

[Ron Ferguson]

Kathy,

An interesting question, and one which I doubt if I can answer! You ask for
the right way, in common with many Legacy features I seriously question
whether there is such a thing. I will not be sending an example of mine
simply because I cannot think of any single one which could be described as
'typical'. I tend to use them for whatever strikes my fancy as being
worthwhile recording; I do not use General Notes for this, as I have
reserved those for notes which may eventually(?) provide the basis for a
biography of the person - some may do it the other way round (and I may have
done this myself, had I thought about it over 10yrs ago! So, my Research
Notes may contain notes on why I have interpreted a census in a certain way,
where there is a confliction between documents, and stuff like that.

My individual's research progress is held in Individual ToDos.

Ron Ferguson
http://www.fergys.co.uk/

-Original Message-
From: Kathy Meyer
Sent: Saturday, April 14, 2012 8:19 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes

I want to start using my Research Notes more efficiently.  Would
anyone be willing to email me back privately with a sample of how you
record your Research there? I'm sure there are as many variations as
there are people and I'd like to see how others are successfully using
this so I can discover what works best for me.  If anyone else would
like me to forward the responses I receive, please email me privately
as well.  If you think it's ok to post on the list, that's fine too
but I'm willing to compile and share the responses privately off-list.

My thought was that it might be 'easy' to copy/paste a page from your
research notes into an email.  I'm open to whatever suggestions anyone
has.

I just did some research at the FHL yesterday and I want to start
doing this 'right' for a number of reasons and now is the best time.
Thank you in advance to anyone who will take the time and effort to
help with this.  Kathy



--
Kathy Meyer
Heritage Makers
Personal Publishing Consultant
Phone: 801-921-9644
www.heritagemakers.com/ourlegacycreations




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Re: [LegacyUG] Research Notes

[Kathy Meyer]

Aha! Ron, I think maybe you have hit on the answer I need.   I haven't used
'to dos' much; played a bit to see how it worked but that's it.  I felt
like I had to really embrace that function if I was going to use it
effectively, otherwise, I would probably enter a few things and forget to
go back and look.  I'm still very much attached to my paper and pencil,
making notes about what films I want to look at etc.

I was thinking Research Notes because a lot of people used to use a
'research log' to record what they were searching (film), what they were
looking for and what the results were. So I was thinking that Research
Notes would take over that function; and I guess it could, easily.

But MAYBE it would be better, even after the fact, to go into the ToDo List
and create a ToDo item for each film I looked at, it's source description,
and my results from that.

I am looking for a way to record everything I've researched on a particular
person in one place so I could look at it and see what records I have
already viewed and their results.  Would using the ToDo list in the way I
mentioned accomplish that?

Thanks! Kathy

On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson ronfergy@tiscali.co.ukwrote:

 Kathy,

 An interesting question, and one which I doubt if I can answer! You ask for
 the right way, in common with many Legacy features I seriously question
 whether there is such a thing. I will not be sending an example of mine
 simply because I cannot think of any single one which could be described as
 'typical'. I tend to use them for whatever strikes my fancy as being
 worthwhile recording; I do not use General Notes for this, as I have
 reserved those for notes which may eventually(?) provide the basis for a
 biography of the person - some may do it the other way round (and I may
 have
 done this myself, had I thought about it over 10yrs ago! So, my Research
 Notes may contain notes on why I have interpreted a census in a certain
 way,
 where there is a confliction between documents, and stuff like that.

 My individual's research progress is held in Individual ToDos.

 Ron Ferguson
 http://www.fergys.co.uk/

 -Original Message-
 From: Kathy Meyer
 Sent: Saturday, April 14, 2012 8:19 PM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: [LegacyUG] Research Notes

 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy



 --
 Kathy Meyer
 Heritage Makers
 Personal Publishing Consultant
 Phone: 801-921-9644
 www.heritagemakers.com/ourlegacycreations




 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and
 on our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp





--
Kathy Meyer
Heritage Makers
Personal Publishing Consultant
Phone: 801-921-9644
www.heritagemakers.com/ourlegacycreations
**



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Re: [LegacyUG] Research Notes

[Larry Lee]

Kathy,

I am also interested in this topic as I am sure many others are. These
personal
choice. issues come up rather frequently. These might make a good webinar
topic or individual blogs for Geoff. Just a thought.

Regards,

Larry

On Sat, Apr 14, 2012 at 12:19 PM, Kathy Meyer kmeyer2...@gmail.com wrote:

 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy



 --
 Kathy Meyer
 Heritage Makers
 Personal Publishing Consultant
 Phone: 801-921-9644
 www.heritagemakers.com/ourlegacycreations



 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and
 on our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp






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blog (http://news.LegacyFamilyTree.com).
To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp

RE: [LegacyUG] Research Notes

[julia m]

Hi Kathy,
I am another proponent of To-Do Lists! You're visiting XYZ Archive? No problem, 
just filter your To-Dos and print your list out. Want to see your To-Dos for a 
certain city that you'll be visiting? No problem, just filter your To-Dos and 
print your list. Being able to set the Reminder Date is fabulous. These show up 
in the Legacy Dashboard every time I open the program.
Hope this helps,Julia


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Re: [LegacyUG] Research Notes

[Tim Rosenlof]

Kathy,

Look at the sample.fdb Geoff has some good examples.

Tim

On 4/14/2012 1:19 PM, Kathy Meyer wrote:
 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy






Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
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Online technical support: http://www.LegacyFamilyTree.com/Help.asp
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blog (http://news.LegacyFamilyTree.com).
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Re: [LegacyUG] Research Notes

[Tessa]

And before you fully embrace any method - enter a few items and then
check out a report because the most important part of this process is
output and how your output works for you.  I really noodled around
with this and came up with a system that works for me. Some tips:
(1) do not abbreviate (you will never remember what those
abbreviations were) and it will be helpful if you give your to-dos to
someone who is helping you (I have sent these to a research facility
and relatives in other places)
(2) in the to-do list start with year (it will keep your research by
person in chrono order)
(3) keep your spacing consistent
(4) always include repository (great for when you go to a specific
repository - this was amazing when I went to Minnesota Historical
Society and looked up death certificates - in my to-do title I had
year - certificate number - individual's name; so when I was there I
grabbed microfilms (done by year and then cert #), found my person and
was able to put information into an Excel spreadsheet that I have
prepared in advance (many reports in Legacy can be printed as PDFs or
exported as csv files (read excel) and even better I was able to give
half the list to my niece who looked up information for me - twice the
work result in half the time.
(5) do not - I repeat - DO NOT delete to-dos - include results or
where results are (i.e., image in documents file, image in OneNote
surname notebook) (I don't attach media to Legacy) AND then close it.
You can choose to print out all open, all open and closed, or all
closed - great research log.
I will need to give this some more thought but that is my start. Happy
to share what my to-dos and research notes look like. Is anyone else
on Google+ because we have a small Legacy virtual Users Group that
meets but I would also love to do a hangout and we could share screens
for what we do.
--
Tessa Keough
murke...@gmail.com
Guild No. 5089
Legacy Virtual Users Group
Surnames - Keough, Murphy, Aylward, Kocevar, Lidman, Zagradisnik
Places - Ireland, Newfoundland, Norway, Slovenia, Sweden, USA (New
York, Illinois, Missouri, Nebraska, Washington)
Blogs - The Keough Corner  and  Scandia Musings  More

On Sat, Apr 14, 2012 at 1:08 PM, Kathy Meyer kmeyer2...@gmail.com wrote:
 Aha! Ron, I think maybe you have hit on the answer I need.   I haven't used
 'to dos' much; played a bit to see how it worked but that's it.  I felt like
 I had to really embrace that function if I was going to use it effectively,
 otherwise, I would probably enter a few things and forget to go back and
 look.  I'm still very much attached to my paper and pencil, making notes
 about what films I want to look at etc.

SNIP
 Thanks! Kathy

 On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson ronfergy@tiscali.co.uk
 wrote:

 Kathy,

 An interesting question, and one which I doubt if I can answer! You ask
 for
SNIP
 My individual's research progress is held in Individual ToDos.

 Ron Ferguson

 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
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 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on
 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp



Legacy User Group guidelines:
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Re: [LegacyUG] Research Notes

[Tim Rosenlof]

Larry,

I 'think' in the video section on the Legacy web page there is a sample
demo by Geoff. I do not remember which one though. He has taught me to
use them effectively from attending a few of his seminars.

Tim

On 4/14/2012 2:10 PM, Larry Lee wrote:
 Kathy,

 I am also interested in this topic as I am sure many others are. These
 personal choice. issues come up rather frequently. These might make
 a good webinar topic or individual blogs for Geoff. Just a thought.

 Regards,

 Larry

 On Sat, Apr 14, 2012 at 12:19 PM, Kathy Meyer kmeyer2...@gmail.com
 mailto:kmeyer2...@gmail.com wrote:

 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy



 --
 Kathy Meyer
 Heritage Makers
 Personal Publishing Consultant
 Phone: 801-921-9644 tel:801-921-9644
 www.heritagemakers.com/ourlegacycreations
 http://www.heritagemakers.com/ourlegacycreations





Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
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Online technical support: http://www.LegacyFamilyTree.com/Help.asp
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blog (http://news.LegacyFamilyTree.com).
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RE: [LegacyUG] Research Notes

[Charles Apple]

Kathy,

You mentioned a Research Log in your email below. I use Legacy's Research 
Notes as a Research Log noting everything in chronological order from birth 
to burial and anything in between. I use Legacy's ToDo List to make notes of 
additional items that I need to do further research on the individual in 
question. I agree with Ron, as with so many features in Legacy there is no 
right or wrong way, just individual preferences. Hope this helps.

Charles

From: Kathy Meyer [mailto:kmeyer2...@gmail.com]
Sent: Saturday, April 14, 2012 4:09 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research Notes

Aha! Ron, I think maybe you have hit on the answer I need.   I haven't used 'to 
dos' much; played a bit to see how it worked but that's it.  I felt like I had 
to really embrace that function if I was going to use it effectively, 
otherwise, I would probably enter a few things and forget to go back and look.  
I'm still very much attached to my paper and pencil, making notes about what 
films I want to look at etc.

I was thinking Research Notes because a lot of people used to use a 'research 
log' to record what they were searching (film), what they were looking for and 
what the results were. So I was thinking that Research Notes would take over 
that function; and I guess it could, easily.

But MAYBE it would be better, even after the fact, to go into the ToDo List and 
create a ToDo item for each film I looked at, it's source description, and my 
results from that.

I am looking for a way to record everything I've researched on a particular 
person in one place so I could look at it and see what records I have already 
viewed and their results.  Would using the ToDo list in the way I mentioned 
accomplish that?

Thanks! Kathy
On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson ronfergy@tiscali.co.uk 
wrote:
Kathy,




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Archived messages after Nov. 21 2009:
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blog (http://news.LegacyFamilyTree.com).
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Re: [LegacyUG] Research Notes

[Kathy Meyer]

Awesome, Tessa, thanks.  Your comments about not deleting ToDos and then
having a research log from those entries definitely answers some of my
needs. Excellent pointers; it is so awesome to get these little helps that
you have learned by trial and error.

And Tim, gee whiz, how simple is that?  Leave it to you to remind me of the
obvious that I have never once considered before about anything - the
sample file!  I am definitely going to go do that!  Kathy

On Sat, Apr 14, 2012 at 2:28 PM, Tessa murke...@gmail.com wrote:

 And before you fully embrace any method - enter a few items and then
 check out a report because the most important part of this process is
 output and how your output works for you.  I really noodled around
 with this and came up with a system that works for me. Some tips:
 (1) do not abbreviate (you will never remember what those
 abbreviations were) and it will be helpful if you give your to-dos to
 someone who is helping you (I have sent these to a research facility
 and relatives in other places)
 (2) in the to-do list start with year (it will keep your research by
 person in chrono order)
 (3) keep your spacing consistent
 (4) always include repository (great for when you go to a specific
 repository - this was amazing when I went to Minnesota Historical
 Society and looked up death certificates - in my to-do title I had
 year - certificate number - individual's name; so when I was there I
 grabbed microfilms (done by year and then cert #), found my person and
 was able to put information into an Excel spreadsheet that I have
 prepared in advance (many reports in Legacy can be printed as PDFs or
 exported as csv files (read excel) and even better I was able to give
 half the list to my niece who looked up information for me - twice the
 work result in half the time.
 (5) do not - I repeat - DO NOT delete to-dos - include results or
 where results are (i.e., image in documents file, image in OneNote
 surname notebook) (I don't attach media to Legacy) AND then close it.
 You can choose to print out all open, all open and closed, or all
 closed - great research log.
 I will need to give this some more thought but that is my start. Happy
 to share what my to-dos and research notes look like. Is anyone else
 on Google+ because we have a small Legacy virtual Users Group that
 meets but I would also love to do a hangout and we could share screens
 for what we do.
 --
 Tessa Keough
 murke...@gmail.com
 Guild No. 5089
 Legacy Virtual Users Group
 Surnames - Keough, Murphy, Aylward, Kocevar, Lidman, Zagradisnik
 Places - Ireland, Newfoundland, Norway, Slovenia, Sweden, USA (New
 York, Illinois, Missouri, Nebraska, Washington)
 Blogs - The Keough Corner  and  Scandia Musings  More

 On Sat, Apr 14, 2012 at 1:08 PM, Kathy Meyer kmeyer2...@gmail.com wrote:
  Aha! Ron, I think maybe you have hit on the answer I need.   I haven't
 used
  'to dos' much; played a bit to see how it worked but that's it.  I felt
 like
  I had to really embrace that function if I was going to use it
 effectively,
  otherwise, I would probably enter a few things and forget to go back and
  look.  I'm still very much attached to my paper and pencil, making notes
  about what films I want to look at etc.
 
 SNIP
  Thanks! Kathy
 
  On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson 
 ronfergy@tiscali.co.uk
  wrote:
 
  Kathy,
 
  An interesting question, and one which I doubt if I can answer! You ask
  for
 SNIP
  My individual's research progress is held in Individual ToDos.
 
  Ron Ferguson



 --

Kathy Meyer
Heritage Makers
Personal Publishing Consultant
Phone: 801-921-9644
www.heritagemakers.com/ourlegacycreations
**



Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages after Nov. 21 2009:
http://www.mail-archive.com/legacyusergroup@legacyusers.com/
Archived messages from old mail server - before Nov. 21 2009:
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Online technical support: http://www.LegacyFamilyTree.com/Help.asp
Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our 
blog (http://news.LegacyFamilyTree.com).
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Re: [LegacyUG] Research Notes

[Jenny M Benson]

On 14/04/2012 21:08, Kathy Meyer wrote:
 I tend to use them for whatever strikes my fancy as being
 worthwhile recording; I do not use General Notes for this, as I have
 reserved those for notes which may eventually(?) provide the basis for a
 biography of the person - some may do it the other way round (and I may have
 done this myself, had I thought about it over 10yrs ago! So, my Research
 Notes may contain notes on why I have interpreted a census in a certain way,
 where there is a confliction between documents, and stuff like that.

That's very much the way I use Research Notes, too.

--
Jenny M Benson



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Archived messages after Nov. 21 2009:
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Archived messages from old mail server - before Nov. 21 2009:
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blog (http://news.LegacyFamilyTree.com).
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Re: [LegacyUG] Research Notes

[Ron Ferguson]

Kathy,

Yes, using ToDos in the way which you suggest is pretty much what I do. If I 
need to do research on an individual or Event then I create the appropriate 
ToDo with the details I am looking for, and then add the details of the 
research and outcomes until I reach a conclusion. Whilst I then close it, I do 
keep it for reference should I start to have other thoughts later.

Ron Ferguson
http://www.fergys.co.uk/


From: Kathy Meyer
Sent: Saturday, April 14, 2012 9:08 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research Notes

Aha! Ron, I think maybe you have hit on the answer I need.   I haven't used 'to 
dos' much; played a bit to see how it worked but that's it.  I felt like I had 
to really embrace that function if I was going to use it effectively, 
otherwise, I would probably enter a few things and forget to go back and look.  
I'm still very much attached to my paper and pencil, making notes about what 
films I want to look at etc.

I was thinking Research Notes because a lot of people used to use a 'research 
log' to record what they were searching (film), what they were looking for and 
what the results were. So I was thinking that Research Notes would take over 
that function; and I guess it could, easily.

But MAYBE it would be better, even after the fact, to go into the ToDo List and 
create a ToDo item for each film I looked at, it's source description, and my 
results from that.

I am looking for a way to record everything I've researched on a particular 
person in one place so I could look at it and see what records I have already 
viewed and their results.  Would using the ToDo list in the way I mentioned 
accomplish that?

Thanks! Kathy


On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson ronfergy@tiscali.co.uk 
wrote:

  Kathy,

  An interesting question, and one which I doubt if I can answer! You ask for
  the right way, in common with many Legacy features I seriously question
  whether there is such a thing. I will not be sending an example of mine
  simply because I cannot think of any single one which could be described as
  'typical'. I tend to use them for whatever strikes my fancy as being
  worthwhile recording; I do not use General Notes for this, as I have
  reserved those for notes which may eventually(?) provide the basis for a
  biography of the person - some may do it the other way round (and I may have
  done this myself, had I thought about it over 10yrs ago! So, my Research
  Notes may contain notes on why I have interpreted a census in a certain way,
  where there is a confliction between documents, and stuff like that.

  My individual's research progress is held in Individual ToDos.

  Ron Ferguson
  http://www.fergys.co.uk/





Legacy User Group guidelines:
http://www.LegacyFamilyTree.com/Etiquette.asp
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RE: [LegacyUG] Research Notes

[julia m]

Tessa,
Wow, thank you for that tip!
Julia

 From: murke...@gmail.com
 (2) in the to-do list start with year (it will keep your research by
 person in chrono order)
 --
 Tessa Keough




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Re: [LegacyUG] Research Notes

[Georgia]

Where is the sample.fdb?

Georgia

On 4/14/2012 1:26 PM, Tim Rosenlof wrote:
 Kathy,

 Look at the sample.fdb Geoff has some good examples.

 Tim

 On 4/14/2012 1:19 PM, Kathy Meyer wrote:
 I want to start using my Research Notes more efficiently.  Would
 anyone be willing to email me back privately with a sample of how you
 record your Research there? I'm sure there are as many variations as
 there are people and I'd like to see how others are successfully using
 this so I can discover what works best for me.  If anyone else would
 like me to forward the responses I receive, please email me privately
 as well.  If you think it's ok to post on the list, that's fine too
 but I'm willing to compile and share the responses privately off-list.

 My thought was that it might be 'easy' to copy/paste a page from your
 research notes into an email.  I'm open to whatever suggestions anyone
 has.

 I just did some research at the FHL yesterday and I want to start
 doing this 'right' for a number of reasons and now is the best time.
 Thank you in advance to anyone who will take the time and effort to
 help with this.  Kathy





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RE: [LegacyUG] Research Notes

[Mark Lang]

Hi Georgia,

You will find the Sample.fdb file located in the Data folder of the install 
directory. This is normally located C:\Legacy\Data. If you have installed 
Legacy in the Programs Folder, look at C:\Program Files\Legacy\Data

Kind Regards
Mark Lang

 -Original Message-
 From: Georgia [mailto:gc...@comcast.net]
 Sent: Sunday, 15 April 2012 8:49 AM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: Re: [LegacyUG] Research Notes

 Where is the sample.fdb?




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Re: [LegacyUG] Research Notes

[Georgia]

There it was. Thank you Mark.

Georgia

On 4/14/2012 4:31 PM, Mark Lang wrote:
 Hi Georgia,

 You will find the Sample.fdb file located in the Data folder of the install 
 directory. This is normally located C:\Legacy\Data. If you have installed 
 Legacy in the Programs Folder, look at C:\Program Files\Legacy\Data

 Kind Regards
 Mark Lang

 -Original Message-
 From: Georgia [mailto:gc...@comcast.net]
 Sent: Sunday, 15 April 2012 8:49 AM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: Re: [LegacyUG] Research Notes

 Where is the sample.fdb?



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RE: [LegacyUG] Research Notes

[Michele Lewis]

General notes:  A short bio of the person



Research notes:  The current theories I am working on or any conflicts in the 
evidence



To-Do:  A way for me to keep track of everything I have done and still need to 
do





Michele




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Re: [LegacyUG] Research Notes--how do you do it?

[Paula Ryburn]

Julia,  Thank you for bringing the Reminder Date to my attention! ;)  Had always
just tabbed right by that!
 --Paula


snip
I also like the To-Do lists because one can set reminders that show up on the
Legacy Home dashboard. With a bazillion things that I need to do, having the
reminder pop-up there nags me until I get it done!

Julia


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Re: [LegacyUG] Research Notes--how do you do it?

[Paula Ryburn]

First---thank you to everyone who responded.  In light of the basic research
I've done about getting certified, I am taking what you all have said seriously
to heart to keep a much better record within Legacy of the research I am doing.

Right now, I am adding a 1940 census to-do item now, *if* I don't find them on
my first pass.  My parents' families were both in Chicago, so I got their ED #'s
from stevemorse.org and *thought* I was all set.  Ha!  So, I openedindividual
to-do items for each head of household to record the negative results and next
steps.  It's amazing how much people moved around in a city back then.  It seems
my mother's family moved the month after the census was taken!  ;)

Thanks again!
 --Paula





From: Michele Lewis ancestor...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Fri, March 30, 2012 4:21:27 PM
Subject: RE: [LegacyUG] Research Notes--how do you do it?


I use my to-to list to keep track of everything I need to do in list form (I
need to order microfilm or a marriage license or a death certificate etc).   The
research notes are more of a narrative talking about my theories and why I do or
don’t think something is true.  I do record my negative results in the notes
because it is a tad easier to see than pulling up the closed to-dos.


I use the individual to-do’s like I listed above.  I wouldn’t want to add a
to-do for the 1940 census to every single person in my file that might appear in
the 1940.  That is way too general and it would take way too much time.  I do
use the general to-dos for things like, “Check Forest Park Cemetery for any
Fousts”

I use the locality field to sort by repository (if that makes sense).  I don’t
add the actual repository (the repository tab) to the to-do but I do keep the
repositories up to date with current addresses, phone numbers, hours, fees etc.

Michele

From:Paula Ryburn [mailto:paula.ryb...@sbcglobal.net]
Sent: Friday, March 30, 2012 4:42 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes--how do you do it?

Hi, all.  This may sound silly, but I'm about to get serious about doing my
genealogy research.  (!)  Wanted to double-check some things with you.

Based on the posts I've read here, I believe most of you have moved from using
the Individual's Research Notes field to using the To-Do List for your
research notes... right?  You record the results of the research on that tab,
close the item, and then open new To-Do items based on those results.  These
results would be both positive and negative.

Am I missing anything?  Have you found any issues in reporting the Results
later?  Like, much later after you may have forgotten your process in reaching a
conclusion?

Do you do most of your To-Do items by Individual?  The last time I did something
by Repository, I used a search list and printed a report.  (It was a
cemetery.)  I don't see how using a To-Do item would be easier... am I missing
something?  Case in point:  the 1940 Census.  Is anyone using To-Do items, or
opting for the new tool instead?

Thanks,

--Paula in Texas
Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman
Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field
Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle
Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche Ryburn
Sanford Short Singer Sullivan Weller Williams



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Re: [LegacyUG] Research Notes--how do you do it?

[Ron Ferguson]

Paula,

This is yet another of those personal choices, and at the end of the day it is 
up to yourself as to how you decide to record and/or publish your results. I 
use both the ToDos and the Research Notes.

Initially I open a ToDo when there is something which I need to delve into. As 
I research that ToDo I enter all the actions which I take and the outcomes, 
positive or otherwise. When I have completed the work, then I close the ToDo, 
and, if appropriate,  amend my files accordingly. If in fact the work leading 
to the outcome is complex, eg. required using multiple resources, then I will 
generally summarise the work in the Research Notes.

Ron Ferguson
http://www.fergys.co.uk/




From: Paula Ryburn
Sent: Friday, March 30, 2012 9:42 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] Research Notes--how do you do it?

Hi, all.  This may sound silly, but I'm about to get serious about doing my 
genealogy research.  (!)  Wanted to double-check some things with you.


Based on the posts I've read here, I believe most of you have moved from using 
the Individual's Research Notes field to using the To-Do List for your 
research notes... right?  You record the results of the research on that tab, 
close the item, and then open new To-Do items based on those results.  These 
results would be both positive and negative.

Am I missing anything?  Have you found any issues in reporting the Results 
later?  Like, much later after you may have forgotten your process in reaching 
a conclusion?

Do you do most of your To-Do items by Individual?  The last time I did 
something by Repository, I used a search list and printed a report.  (It was 
a cemetery.)  I don't see how using a To-Do item would be easier... am I 
missing something?  Case in point:  the 1940 Census.  Is anyone using To-Do 
items, or opting for the new tool instead?

Thanks,

--Paula in Texas
Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman 
Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field 
Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle 
Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche 
Ryburn Sanford Short Singer Sullivan Weller Williams



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RE: [LegacyUG] Research Notes--how do you do it?

[julia m]

I use my To-Do List/Research tab exactly as Michele does, with the exception of 
the repositories tab. I definitely make use of that because I just run a report 
for a specific repository when I go on field trips, like to FHL--that was a big 
help. I also like the To-Do lists because one can set reminders that show up on 
the Legacy Home dashboard. With a bazillion things that I need to do, having 
the reminder pop-up there nags me until I get it done!
Julia




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Re: RE: [LegacyUG] Research Notes--how do you do it?

[sarlesinsight]

Would you be so kind as to distinguish between individual to-dos and
general to-dos? I am not clear where one would input general to-do'?

Jane Sarles


On , Michele Lewis ancestor...@gmail.com wrote:
 I use my to-to list to keep track of everything I need to do in list form
 (I need to order microfilm or a marriage license or a death certificate
 etc). The research notes are more of a narrative talking about my
 theories and why I do or don't think something is true. I do record my
 negative results in the notes because it is a tad easier to see than
 pulling up the closed to-dos. I use the individual to-do's like I listed 
 above. I wouldn't want to add a to-do for the 1940 census to every single
 person in my file that might appear in the 1940. That is way too general 
 and it would take way too much time. I do use the general to-dos for
 things like, “Check Forest Park Cemetery for any Fousts” I use the
 locality field to sort by repository (if that makes sense). I don't add
 the actual repository (the repository tab) to the to-do but I do keep the
 repositories up to date with current addresses, phone numbers, hours,
 fees etc. Michele From: Paula Ryburn [mailto:paula.ryb...@sbcglobal.net]
 Sent: Friday, March 30, 2012 4:42 PM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: [LegacyUG] Research Notes--how do you do it?

 Hi, all. This may sound silly, but I'm about to get serious about doing
 my genealogy research. (!) Wanted to double-check some things with you.

 Based on the posts I've read here, I believe most of you have moved from 
 using the Individual's Research Notes field to using the To-Do List for
 your research notes... right? You record the results of the research on
 that tab, close the item, and then open new To-Do items based on those
 results. These results would be both positive and negative.

 Am I missing anything? Have you found any issues in reporting the Results
 later? Like, much later after you may have forgotten your process in
 reaching a conclusion?

 Do you do most of your To-Do items by Individual? The last time I did
 something by Repository, I used a search list and printed a report. (It
 was a cemetery.) I don't see how using a To-Do item would be easier... am
 I missing something? Case in point: the 1940 Census. Is anyone using
 To-Do items, or opting for the new tool instead?

 Thanks,

 --Paula in Texas
 Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton
 Chapman Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis
 Exline Field Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind
 Hopkins Hughes Hurdle Jones Klein Koyle Laswell McDonald Misner
 Passwaters Pelton Roberts Roche Ryburn Sanford Short Singer Sullivan
 Weller Williams



 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
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Re: [LegacyUG] Research Notes--how do you do it?

[R G Strong-genes]

Jane,
When you open the To-Do list from either the menu bar or ViewTo-Do List and 
click on the Add button then choose “Add to General”, you will create a 
“general to-do’. However, when you click on the To-do icon from the 
individual’s screen and click Add, you are creating an “individual to-do”.
Russ

From: sarlesinsi...@gmail.com
Sent: Friday, March 30, 2012 5:30 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: RE: [LegacyUG] Research Notes--how do you do it?

Would you be so kind as to distinguish between individual to-dos and general 
to-dos? I am not clear where one would input general to-do'?

Jane Sarles


On , Michele Lewis ancestor...@gmail.com wrote:
 I use my to-to list to keep track of everything I need to do in list form (I 
 need to order microfilm or a marriage license or a death certificate etc).   
 The research notes are more of a narrative talking about my theories and why 
 I do or don’t think something is true.  I do record my negative results in 
 the notes because it is a tad easier to see than pulling up the closed 
 to-dos.   I use the individual to-do’s like I listed above.  I wouldn’t want 
 to add a to-do for the 1940 census to every single person in my file that 
 might appear in the 1940.  That is way too general and it would take way too 
 much time.  I do use the general to-dos for things like, “Check Forest Park 
 Cemetery for any Fousts” I use the locality field to sort by repository (if 
 that makes sense).  I don’t add the actual repository (the repository tab) to 
 the to-do but I do keep the repositories up to date with current addresses, 
 phone numbers, hours, fees etc. Michele From: Paula Ryburn 
 [mailto:paula.ryb...@sbcglobal.net]
 Sent: Friday, March 30, 2012 4:42 PM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: [LegacyUG] Research Notes--how do you do it?

  Hi, all.  This may sound silly, but I'm about to get serious about doing 
 my genealogy research.  (!)  Wanted to double-check some things with you.

 Based on the posts I've read here, I believe most of you have moved from 
 using the Individual's Research Notes field to using the To-Do List for 
 your research notes... right?  You record the results of the research on that 
 tab, close the item, and then open new To-Do items based on those results.  
 These results would be both positive and negative.

 Am I missing anything?  Have you found any issues in reporting the Results 
 later?  Like, much later after you may have forgotten your process in 
 reaching a conclusion?

 Do you do most of your To-Do items by Individual?  The last time I did 
 something by Repository, I used a search list and printed a report.  (It 
 was a cemetery.)  I don't see how using a To-Do item would be easier... am I 
 missing something?  Case in point:  the 1940 Census.  Is anyone using To-Do 
 items, or opting for the new tool instead?

 Thanks,

 --Paula in Texas
 Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman 
 Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field 
 Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes 
 Hurdle Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts 
 Roche Ryburn Sanford Short Singer Sullivan Weller Williams



 Legacy User Group guidelines:
 http://www.LegacyFamilyTree.com/Etiquette.asp
 Archived messages after Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
 Archived messages from old mail server - before Nov. 21 2009:
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
 Online technical support: http://www.LegacyFamilyTree.com/Help.asp
 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on 
 our blog (http://news.LegacyFamilyTree.com).
 To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp




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Legacy User Group

Re: RE: [LegacyUG] Research Notes--how do you do it?

[RICHARD SCHULTHIES]

For myself, I use individuals to-dos for birth certificates, etc., and general 
for books about families or places. It is all about the sorting.
There is no right or wrong way.
Rich in LA CA



 From: sarlesinsi...@gmail.com sarlesinsi...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Friday, March 30, 2012 2:30 PM
Subject: Re: RE: [LegacyUG] Research Notes--how do you do it?


Would you be so  kind as to distinguish between individual to-dos and general 
to-dos?  I am not clear where one would input general to-do'?

Jane Sarles


On , Michele Lewis ancestor...@gmail.com wrote:
 I use my to-to list to keep track of everything I need to do in list form (I 
 need to order microfilm or a marriage license or a death certificate etc).   
 The research notes are more of a narrative talking about my theories and why 
 I do or don’t think something is true.  I do record my negative results in 
 the notes because it is a tad easier to see than pulling up the closed 
 to-dos.   I use the individual to-do’s like I listed above.  I wouldn’t want 
 to add a to-do for the 1940 census to every single person in my file that 
 might appear in the 1940.  That is way too general and it would take way too 
 much time.  I do use the general to-dos for things like, “Check Forest Park 
 Cemetery for any Fousts” I use the locality field to sort by repository (if 
 that makes sense).  I don’t add the actual repository (the repository tab) to 
 the to-do but I do keep the repositories up to date with current addresses, 
 phone numbers, hours, fees
 etc. Michele From: Paula Ryburn [mailto:paula.ryb...@sbcglobal.net]
 Sent: Friday, March 30, 2012 4:42 PM
 To: LegacyUserGroup@LegacyUsers.com
 Subject: [LegacyUG] Research Notes--how do you do it?

  Hi, all.  This may sound silly, but I'm about to get serious about doing 
 my genealogy research.  (!)  Wanted to double-check some things with you.  
  
 Based on the posts I've read here, I believe most of you have moved from 
 using the Individual's Research Notes field to using the To-Do List for 
 your research notes... right?  You record the results of the research on that 
 tab, close the item, and then open new To-Do items based on those results.  
 These results would be both positive and negative.
  
 Am I missing anything?  Have you found any issues in reporting the Results 
 later?  Like, much later after you may have forgotten your process in 
 reaching a conclusion?
  
 Do you do most of your To-Do items by Individual?  The last time I did 
 something by Repository, I used a search list and printed a report.  (It 
 was a cemetery.)  I don't see how using a To-Do item would be easier... am I 
 missing something?  Case in point:  the 1940 Census.  Is anyone using To-Do 
 items, or opting for the new tool instead?
  
 Thanks,
  
 --Paula in Texas
 Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman 
 Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field 
 Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes 
 Hurdle Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts 
 Roche Ryburn Sanford Short Singer Sullivan Weller Williams 



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Re: [LegacyUG] Research Notes--how do you do it?

[RICHARD SCHULTHIES]

Stop using colors. Viruses can hide there.
Rich in LA CA



 From: Michele Lewis ancestor...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Friday, March 30, 2012 2:36 PM
Subject: RE: [LegacyUG] Research Notes--how do you do it?


I run reports by the locality field (instead of the repository but I get the 
same result) J
 
For example
 
Locality – Lamar Co, MS Circuit Court
 
 
Under the repositories I have the Lamar County Courthouse listed along with all 
of the particulars.  I will consult it if needed but it saves me a step but not 
having to select the repository and attach it to the to-do. (Just lazy!)
 
 
Michele
 
From:julia m [mailto:aga...@hotmail.com]
Sent: Friday, March 30, 2012 5:28 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: RE: [LegacyUG] Research Notes--how do you do it?
 
I use my To-Do List/Research tab exactly as Michele does, with the exception of 
the repositories tab. I definitely make use of that because I just run a report 
for a specific repository when I go on field trips, like to FHL--that was a big 
help. I also like the To-Do lists because one can set reminders that show up on 
the Legacy Home dashboard. With a bazillion things that I need to do, having 
the reminder pop-up there nags me until I get it done!
 
Julia


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RE: [LegacyUG] Research Notes--how do you do it?

[Michele Lewis]

Sorry,  I keep forgetting to switch to plain text.

Michele


From: RICHARD SCHULTHIES [mailto:fourpa...@verizon.net]
Sent: Friday, March 30, 2012 9:21 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: Re: [LegacyUG] Research Notes--how do you do it?

Stop using colors. Viruses can hide there.
Rich in LA CA

From: Michele Lewis ancestor...@gmail.com
To: LegacyUserGroup@LegacyUsers.com
Sent: Friday, March 30, 2012 2:36 PM
Subject: RE: [LegacyUG] Research Notes--how do you do it?

I run reports by the locality field (instead of the repository but I get the 
same result) ☺

For example

Locality – Lamar Co, MS Circuit Court


Under the repositories I have the Lamar County Courthouse listed along with all 
of the particulars.  I will consult it if needed but it saves me a step but not 
having to select the repository and attach it to the to-do. (Just lazy!)


Michele

From: julia m [mailto:aga...@hotmail.com]
Sent: Friday, March 30, 2012 5:28 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: RE: [LegacyUG] Research Notes--how do you do it?

I use my To-Do List/Research tab exactly as Michele does, with the exception of 
the repositories tab. I definitely make use of that because I just run a report 
for a specific repository when I go on field trips, like to FHL--that was a big 
help. I also like the To-Do lists because one can set reminders that show up on 
the Legacy Home dashboard. With a bazillion things that I need to do, having 
the reminder pop-up there nags me until I get it done!

Julia


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Re: Re: [LegacyUG] Research Notes--how do you do it?

[sarlesinsight]

Many thanks for the tip. I always open from the icon and was not aware of
that feature.

Jane

On , RG Strong-genes rgstrongge...@gmail.com wrote:




 Jane,

 When you open the To-Do list from either the menu bar or ViewTo-Do List
 and click on the Add button then choose “Add to General”, you will create
 a
 “general to-do'. However, when you click on the To-do icon from the
 individual's
 screen and click Add, you are creating an “individual to-do”.

 Russ






 From: sarlesinsi...@gmail.com

 Sent: Friday, March 30, 2012 5:30 PM

 To: LegacyUserGroup@LegacyUsers.com


 Subject: Re: RE: [LegacyUG] Research Notes--how do you do
 it?






 Would
 you be so kind as to distinguish between individual to-dos and general
 to-dos? I
 am not clear where one would input general to-do'?

 Jane
 Sarles


 On , Michele Lewis ancestor...@gmail.com
 wrote:
  I use my to-to list to keep track of everything I need to do in
 list form (I need to order microfilm or a marriage license or a death
 certificate etc). The research notes are more of a narrative talking
 about my theories and why I do or don't think something is true. I do
 record my negative results in the notes because it is a tad easier to see
 than
 pulling up the closed to-dos. I use the individual to-do's like I
 listed above. I wouldn't want to add a to-do for the 1940 census to every
 single person in my file that might appear in the 1940. That is way too
 general and it would take way too much time. I do use the general to-dos
 for things like, “Check Forest Park Cemetery for any Fousts” I use the
 locality
 field to sort by repository (if that makes sense). I don't add the actual
 repository (the repository tab) to the to-do but I do keep the
 repositories up
 to date with current addresses, phone numbers, hours, fees etc. Michele
 From:
 Paula Ryburn [mailto:paula.ryb...@sbcglobal.net]
  Sent: Friday, March
 30, 2012 4:42 PM
  To: LegacyUserGroup@LegacyUsers.com
  Subject:
 [LegacyUG] Research Notes--how do you do it?
 
  Hi,
 all. This may sound silly, but I'm about to get serious about doing my
 genealogy research. (!) Wanted to double-check some things with
 you.
 
  Based on the posts I've read here, I believe
 most of you have moved from using the Individual's Research Notes field
 to
 using the To-Do List for your research notes... right? You record the
 results of the research on that tab, close the item, and then open new
 To-Do
 items based on those results. These results would be both positive and
 negative.
 
  Am I missing anything? Have you found any
 issues in reporting the Results later? Like, much later after you may have
 forgotten your process in reaching a conclusion?
 
  Do you
 do most of your To-Do items by Individual? The last time I did something
 by Repository, I used a search list and printed a report. (It was a
 cemetery.) I don't see how using a To-Do item would be easier... am I
 missing something? Case in point: the 1940 Census. Is anyone
 using To-Do items, or opting for the new tool instead?
 
 
 Thanks,
 
  --Paula in Texas
  Researching: Adair Baker
 Beasley Benson Betz Bigley Blagrave Burton Chapman Clement Clough
 Coppernoll
 Costine Daulton Dinwiddie Doody Ellis Exline Field Floran Floyd Gates
 Goodale
 Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle Jones Klein Koyle
 Laswell
 McDonald Misner Passwaters Pelton Roberts Roche Ryburn Sanford Short
 Singer
 Sullivan Weller Williams
 
 
 
  Legacy User Group
 guidelines:
  http://www.LegacyFamilyTree.com/Etiquette.asp
 
 Archived messages after Nov. 21 2009:
 
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
  Archived
 messages from old mail server - before Nov. 21 2009:
 
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
  Online
 technical support: http://www.LegacyFamilyTree.com/Help.asp
  Follow
 Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our 
 blog
 (http://news.LegacyFamilyTree.com).
  To unsubscribe:
 http://www.LegacyFamilyTree.com/LegacyLists.asp
 
 
 

 
  Legacy User Group guidelines:
 
 http://www.LegacyFamilyTree.com/Etiquette.asp
  Archived messages after
 Nov. 21 2009:
 
 http://www.mail-archive.com/legacyusergroup@legacyusers.com/
  Archived
 messages from old mail server - before Nov. 21 2009:
 
 http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/
  Online
 technical support: http://www.LegacyFamilyTree.com/Help.asp
  Follow
 Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our 
 blog
 (http://news.LegacyFamilyTree.com).
  To unsubscribe:
 http://www.LegacyFamilyTree.com/LegacyLists.asp
 
 

 Legacy
 User Group
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 2009:
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 2009:
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 Online
 technical support: http

RE: [LegacyUG] Research Notes

[Patsy Daly]

Dennis

What an excellent idea! That means my family can use Research Notes and To-Do's 
as traditionally used and I can use Events as you have described.

Thank you

Patsy Daly
Melbourne, Australia

I created an Event Type called Research. Made it private. Then I can
add as many Research events as I like.

You can also use To-Do's for this.

--

Dennis Kowallek (LTools)
http://zippersoftware.com/ltools
http://groups.yahoo.com/group/ltools






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Re: [LegacyUG] Research Notes

[Dennis M . Kowallek]

On Thu, 23 Sep 2010 10:35:45 -0600, Tim Rosenlof spa...@xmission.com
wrote:

How do you folks add to your research notes to divide them ? I have been
doing this,

= TAR Sept 23, 2010==

Next set of research notes.

=

I created an Event Type called Research. Made it private. Then I can
add as many Research events as I like.

You can also use To-Do's for this.

--

Dennis Kowallek (LTools)
http://zippersoftware.com/ltools
http://groups.yahoo.com/group/ltools



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